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 | $60,892+33.3% | $82,389-1.5% | $84,808-4.3% |
| Participation rate | 68.2% | 63.3%+4.9pp | 69.5%-1.4pp | 68.3%-0.1pp |
| Annual return | 13.94% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,032 | $1,779+14.2% | $2,517-19.3% | $2,631-22.8% |
| Participant deferral / active EE | $6,258 | $3,179+96.9% | $4,155+50.6% | $4,212+48.6% |
| Admin fee / account holder | $5,861 | $5,467+7.2% | $7,231-18.9% | $7,344-20.2% |