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 | $81,176 | $58,627+38.5% | $76,735+5.8% | $82,448-1.5% |
| Participation rate | 68.2% | 63.2%+5.0pp | 69.5%-1.3pp | 68.1%+0.1pp |
| Annual return | 13.94% | 39.10%-25.2pp | 29.77%-15.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,032 | $1,729+17.5% | $2,454-17.2% | $2,551-20.3% |
| Participant deferral / active EE | $6,258 | $3,134+99.7% | $4,088+53.1% | $4,139+51.2% |
| Admin fee / account holder | $5,861 | $5,323+10.1% | $7,189-18.5% | $7,234-19.0% |