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 | $91,756 | $48,076+90.9% | $78,689+16.6% | $62,891+45.9% |
| Participation rate | 67.6% | 65.2%+2.4pp | 73.6%-6.0pp | 69.3%-1.7pp |
| Annual return | 6.31% | 31.35%-25.0pp | 62.18%-55.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,086 | $2,015+3.5% | $2,851-26.8% | $2,281-8.5% |
| Participant deferral / active EE | $4,479 | $2,588+73.1% | $3,517+27.3% | $3,203+39.8% |
| Admin fee / account holder | $6,039 | $3,207+88.3% | $4,510+33.9% | $4,296+40.6% |