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 | $89,169 | $76,552+16.5% | $123,892-28.0% | $62,891+41.8% |
| Participation rate | 62.8% | 73.0%-10.2pp | 81.4%-18.6pp | 69.3%-6.5pp |
| Annual return | 7.55% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,308 | $2,883-19.9% | $4,617-50.0% | $2,281+1.2% |
| Participant deferral / active EE | $7,159 | $4,840+47.9% | $5,984+19.6% | $3,203+123.5% |
| Admin fee / account holder | $9,650 | $4,826+100.0% | $8,357+15.5% | $4,296+124.7% |