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 | $93,026 | $73,933+25.8% | $96,683-3.8% | $75,163+23.8% |
| Participation rate | 67.6% | 66.4%+1.2pp | 74.3%-6.7pp | 67.2%+0.5pp |
| Annual return | 15.64% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,945 | $2,928-33.6% | $3,737-47.9% | $2,670-27.1% |
| Participant deferral / active EE | $6,131 | $3,659+67.6% | $4,878+25.7% | $4,125+48.6% |
| Admin fee / account holder | $8,375 | $5,216+60.6% | $6,730+24.5% | $5,651+48.2% |