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 | $87,819 | $60,349+45.5% | $74,183+18.4% | $62,891+39.6% |
| Participation rate | 68.0% | 72.7%-4.7pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 5.47% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,868 | $1,680+11.2% | $2,370-21.2% | $2,281-18.1% |
| Participant deferral / active EE | $4,464 | $2,856+56.3% | $3,550+25.8% | $3,203+39.4% |
| Admin fee / account holder | $17,266 | $4,261+305.2% | $5,586+209.1% | $4,296+302.0% |