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 | $71,464 | $56,897+25.6% | $84,750-15.7% | $62,891+13.6% |
| Participation rate | 60.4% | 68.5%-8.2pp | 76.6%-16.2pp | 69.3%-8.9pp |
| Annual return | 7.41% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,496 | $2,400+45.7% | $3,574-2.2% | $2,281+53.3% |
| Participant deferral / active EE | $2,002 | $2,709-26.1% | $3,712-46.1% | $3,203-37.5% |
| Admin fee / account holder | $7,969 | $3,581+122.5% | $5,332+49.4% | $4,296+85.5% |