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 | $86,610 | $54,762+58.2% | $90,281-4.1% | $72,985+18.7% |
| Participation rate | 22.4% | 65.1%-42.8pp | 73.3%-50.9pp | 69.5%-47.1pp |
| Annual return | 20.99% | 30.63%-9.6pp | 78.10%-57.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $612 | $2,092-70.8% | $2,854-78.6% | $2,440-74.9% |
| Participant deferral / active EE | $1,224 | $2,887-57.6% | $3,885-68.5% | $3,607-66.1% |
| Admin fee / account holder | $1,065 | $3,972-73.2% | $5,351-80.1% | $5,124-79.2% |