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 | $66,565 | $39,122+70.1% | $57,179+16.4% | $62,891+5.8% |
| Participation rate | 64.9% | 70.5%-5.6pp | 75.3%-10.5pp | 69.3%-4.4pp |
| Annual return | 11.93% | 9.23%+2.7pp | 14.59%-2.7pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,230 | $1,874+19.0% | $2,682-16.9% | $2,281-2.2% |
| Participant deferral / active EE | $4,824 | $2,374+103.2% | $3,096+55.8% | $3,203+50.6% |
| Admin fee / account holder | $565 | $2,592-78.2% | $3,139-82.0% | $4,296-86.9% |