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 | $91,723 | $58,512+56.8% | $84,015+9.2% | $72,985+25.7% |
| Participation rate | 61.5% | 61.2%+0.3pp | 69.0%-7.5pp | 69.5%-7.9pp |
| Annual return | 29.07% | 28.93%+0.1pp | 71.31%-42.2pp | 81.00%-51.9pp |
| Employer contribution / active EE | $932 | $1,163-19.9% | $1,983-53.0% | $2,440-61.8% |
| Participant deferral / active EE | $2,352 | $2,394-1.7% | $3,239-27.4% | $3,607-34.8% |
| Admin fee / account holder | $6,819 | $4,569+49.3% | $6,101+11.8% | $5,124+33.1% |