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 | $77,333 | $45,035+71.7% | $62,995+22.8% | $70,131+10.3% |
| Participation rate | 42.7% | 69.5%-26.8pp | 74.8%-32.1pp | 69.5%-26.9pp |
| Annual return | 12.03% | 18.76%-6.7pp | 87.57%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,068 | $2,051+0.8% | $2,759-25.0% | $2,342-11.7% |
| Participant deferral / active EE | $1,789 | $2,465-27.4% | $3,329-46.3% | $3,332-46.3% |
| Admin fee / account holder | $812 | $2,834-71.3% | $3,600-77.4% | $4,645-82.5% |