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 | $86,345 | $57,016+51.4% | $84,966+1.6% | $80,856+6.8% |
| Participation rate | 69.7% | 56.3%+13.3pp | 67.5%+2.2pp | 67.6%+2.1pp |
| Annual return | 19.82% | 21.66%-1.8pp | 66.38%-46.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,153 | $1,798-35.9% | $2,727-57.7% | $2,755-58.2% |
| Participant deferral / active EE | $4,607 | $3,110+48.2% | $4,519+1.9% | $4,296+7.3% |
| Admin fee / account holder | $2,839 | $4,980-43.0% | $6,149-53.8% | $6,918-59.0% |