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 | $92,345 | $54,762+68.6% | $90,281+2.3% | $72,985+26.5% |
| Participation rate | 56.7% | 65.1%-8.5pp | 73.3%-16.6pp | 69.5%-12.8pp |
| Annual return | 17.84% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,822 | $2,092-12.9% | $2,854-36.2% | $2,440-25.3% |
| Participant deferral / active EE | $2,875 | $2,887-0.4% | $3,885-26.0% | $3,607-20.3% |
| Admin fee / account holder | $4,421 | $3,972+11.3% | $5,351-17.4% | $5,124-13.7% |