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 | $92,819 | $80,968+14.6% | $96,544-3.9% | $75,163+23.5% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 15.22% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,905 | $2,282-16.5% | $2,965-35.7% | $2,670-28.6% |
| Participant deferral / active EE | $3,429 | $3,928-12.7% | $4,851-29.3% | $4,125-16.9% |
| Admin fee / account holder | $2,057 | $6,724-69.4% | $8,252-75.1% | $5,651-63.6% |