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 | $81,231 | $58,828+38.1% | $77,999+4.1% | $62,891+29.2% |
| Participation rate | 65.8% | 71.1%-5.2pp | 75.5%-9.7pp | 69.3%-3.5pp |
| Annual return | 5.58% | 17.16%-11.6pp | 425.96%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $400 | $1,672-76.1% | $2,470-83.8% | $2,281-82.5% |
| Participant deferral / active EE | $2,887 | $2,686+7.5% | $3,497-17.4% | $3,203-9.9% |
| Admin fee / account holder | $2,248 | $4,393-48.8% | $5,480-59.0% | $4,296-47.7% |