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 | $76,790 | $54,762+40.2% | $90,281-14.9% | $72,985+5.2% |
| Participation rate | 35.3% | 65.1%-29.9pp | 73.3%-38.0pp | 69.5%-34.2pp |
| Annual return | 23.51% | 30.63%-7.1pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,297 | $2,092-38.0% | $2,854-54.6% | $2,440-46.8% |
| Participant deferral / active EE | $3,287 | $2,887+13.9% | $3,885-15.4% | $3,607-8.9% |
| Admin fee / account holder | $3,555 | $3,972-10.5% | $5,351-33.6% | $5,124-30.6% |