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 | $89,388 | $56,897+57.1% | $84,750+5.5% | $62,891+42.1% |
| Participation rate | 67.7% | 68.5%-0.8pp | 76.6%-8.8pp | 69.3%-1.6pp |
| Annual return | 7.16% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $896 | $2,400-62.7% | $3,574-74.9% | $2,281-60.7% |
| Participant deferral / active EE | $6,627 | $2,709+144.6% | $3,712+78.5% | $3,203+106.9% |
| Admin fee / account holder | $7,473 | $3,581+108.7% | $5,332+40.2% | $4,296+74.0% |