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 | $65,663 | $51,175+28.3% | $70,515-6.9% | $75,163-12.6% |
| Participation rate | 57.6% | 60.9%-3.4pp | 68.3%-10.8pp | 67.2%-9.6pp |
| Annual return | 15.54% | 30.02%-14.5pp | 32.77%-17.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,248 | $1,826-31.7% | $2,973-58.0% | $2,670-53.3% |
| Participant deferral / active EE | $4,197 | $2,849+47.3% | $4,567-8.1% | $4,125+1.7% |
| Admin fee / account holder | $8,001 | $4,091+95.6% | $6,412+24.8% | $5,651+41.6% |