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 | $88,094 | $60,892+44.7% | $82,389+6.9% | $84,808+3.9% |
| Participation rate | 64.1% | 63.3%+0.8pp | 69.5%-5.5pp | 68.3%-4.2pp |
| Annual return | 21.20% | 37.29%-16.1pp | 28.67%-7.5pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,052 | $1,779+71.5% | $2,517+21.2% | $2,631+16.0% |
| Participant deferral / active EE | $6,304 | $3,179+98.3% | $4,155+51.7% | $4,212+49.7% |
| Admin fee / account holder | $3,216 | $5,467-41.2% | $7,231-55.5% | $7,344-56.2% |