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 | $95,861 | $54,762+75.1% | $90,281+6.2% | $72,985+31.3% |
| Participation rate | 67.6% | 65.1%+2.4pp | 73.3%-5.7pp | 69.5%-1.9pp |
| Annual return | 27.47% | 30.63%-3.2pp | 78.10%-50.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,730 | $2,092+30.5% | $2,854-4.4% | $2,440+11.9% |
| Participant deferral / active EE | $5,076 | $2,887+75.8% | $3,885+30.6% | $3,607+40.7% |
| Admin fee / account holder | $2,067 | $3,972-48.0% | $5,351-61.4% | $5,124-59.7% |