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 | $102,020 | $83,477+22.2% | $125,175-18.5% | $72,985+39.8% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 26.04% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,718 | $2,345-26.7% | $3,865-55.6% | $2,440-29.6% |
| Participant deferral / active EE | $3,873 | $3,585+8.0% | $4,937-21.5% | $3,607+7.4% |
| Admin fee / account holder | $6,362 | $5,517+15.3% | $9,702-34.4% | $5,124+24.2% |