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 | $94,960 | $60,022+58.2% | $88,946+6.8% | $84,808+12.0% |
| Participation rate | 62.9% | 57.8%+5.0pp | 68.8%-6.0pp | 68.3%-5.5pp |
| Annual return | 19.89% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,140 | $1,703-33.0% | $2,555-55.4% | $2,631-56.7% |
| Participant deferral / active EE | $3,903 | $3,114+25.3% | $4,581-14.8% | $4,212-7.3% |
| Admin fee / account holder | $1,358 | $4,811-71.8% | $8,261-83.6% | $7,344-81.5% |