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 | $91,477 | $54,705+67.2% | $71,209+28.5% | $84,808+7.9% |
| Participation rate | 56.9% | 64.1%-7.1pp | 73.8%-16.8pp | 68.3%-11.4pp |
| Annual return | 15.02% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,563 | $2,158+18.8% | $2,721-5.8% | $2,631-2.6% |
| Participant deferral / active EE | $4,634 | $3,030+52.9% | $4,175+11.0% | $4,212+10.0% |
| Admin fee / account holder | $5,508 | $4,863+13.3% | $5,349+3.0% | $7,344-25.0% |