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 | $87,199 | $60,022+45.3% | $88,946-2.0% | $84,808+2.8% |
| Participation rate | 63.2% | 57.8%+5.3pp | 68.8%-5.7pp | 68.3%-5.2pp |
| Annual return | 15.63% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,929 | $1,703+13.3% | $2,555-24.5% | $2,631-26.7% |
| Participant deferral / active EE | $3,112 | $3,114-0.1% | $4,581-32.1% | $4,212-26.1% |
| Admin fee / account holder | $5,557 | $4,811+15.5% | $8,261-32.7% | $7,344-24.3% |