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 | $59,419 | $24,730+140.3% | $66,042-10.0% | $84,808-29.9% |
| Participation rate | 64.5% | 68.1%-3.6pp | 67.5%-3.0pp | 68.3%-3.8pp |
| Annual return | 14.03% | 79.55%-65.5pp | 52.11%-38.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $919 | $857+7.3% | $1,579-41.8% | $2,631-65.1% |
| Participant deferral / active EE | $2,442 | $1,737+40.6% | $2,835-13.9% | $4,212-42.0% |
| Admin fee / account holder | $3,843 | $3,014+27.5% | $5,747-33.1% | $7,344-47.7% |