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 | $73,214 | $51,175+43.1% | $70,515+3.8% | $75,163-2.6% |
| Participation rate | 61.1% | 60.9%+0.2pp | 68.3%-7.2pp | 67.2%-6.1pp |
| Annual return | 15.09% | 30.02%-14.9pp | 32.77%-17.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,617 | $1,826-11.4% | $2,973-45.6% | $2,670-39.4% |
| Participant deferral / active EE | $3,410 | $2,849+19.7% | $4,567-25.3% | $4,125-17.3% |
| Admin fee / account holder | $1,989 | $4,091-51.4% | $6,412-69.0% | $5,651-64.8% |