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 | $84,836 | $65,365+29.8% | $92,893-8.7% | $72,985+16.2% |
| Participation rate | 66.1% | 68.3%-2.2pp | 76.0%-9.9pp | 69.5%-3.4pp |
| Annual return | 21.66% | 42.10%-20.4pp | 109.41%-87.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,045 | $2,594+17.4% | $3,653-16.6% | $2,440+24.8% |
| Participant deferral / active EE | $4,781 | $3,128+52.8% | $4,236+12.9% | $3,607+32.5% |
| Admin fee / account holder | $1,264 | $4,251-70.3% | $5,794-78.2% | $5,124-75.3% |