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 | $75,820 | $48,795+55.4% | $65,493+15.8% | $84,808-10.6% |
| Participation rate | 57.1% | 67.0%-9.8pp | 73.1%-16.0pp | 68.3%-11.2pp |
| Annual return | 14.22% | 20.20%-6.0pp | 982.45%-968.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,087 | $1,930+8.2% | $2,574-18.9% | $2,631-20.7% |
| Participant deferral / active EE | $2,341 | $2,928-20.1% | $3,961-40.9% | $4,212-44.4% |
| Admin fee / account holder | $9,114 | $3,877+135.1% | $5,028+81.3% | $7,344+24.1% |