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 | $72,445 | $60,022+20.7% | $88,946-18.6% | $84,808-14.6% |
| Participation rate | 54.5% | 57.8%-3.3pp | 68.8%-14.3pp | 68.3%-13.8pp |
| Annual return | 13.75% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,830 | $1,703+7.5% | $2,555-28.4% | $2,631-30.5% |
| Participant deferral / active EE | $4,902 | $3,114+57.4% | $4,581+7.0% | $4,212+16.4% |
| Admin fee / account holder | $6,681 | $4,811+38.9% | $8,261-19.1% | $7,344-9.0% |