See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,187 | $53,596+29.1% | $90,645-23.7% | $64,186+7.8% |
| Participation rate | 66.7% | 64.5%+2.2pp | 74.0%-7.4pp | 69.6%-2.9pp |
| Annual return | 7.00% | 4.41%+2.6pp | 1.88%+5.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $2,234 | $1,503+48.7% | $2,532-11.8% | $2,381-6.2% |
| Participant deferral / active EE | $2,859 | $2,459+16.3% | $3,425-16.5% | $3,470-17.6% |
| Admin fee / account holder | $3,924 | $3,868+1.5% | $4,994-21.4% | $4,888-19.7% |