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 | $123,818 | $94,625+30.9% | $116,228+6.5% | $84,808+46.0% |
| Participation rate | 68.1% | 70.4%-2.4pp | 74.6%-6.5pp | 68.3%-0.2pp |
| Annual return | 18.52% | 20.40%-1.9pp | 90.06%-71.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,697 | $2,347+14.9% | $2,994-9.9% | $2,631+2.5% |
| Participant deferral / active EE | $7,044 | $3,972+77.4% | $4,953+42.2% | $4,212+67.3% |
| Admin fee / account holder | $6,697 | $10,091-33.6% | $11,989-44.1% | $7,344-8.8% |