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 | $76,808 | $45,073+70.4% | $69,455+10.6% | $72,985+5.2% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.6%-16.9pp | 69.5%-11.8pp |
| Annual return | 20.03% | 22.65%-2.6pp | 28.97%-8.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,269 | $2,054-38.2% | $2,779-54.3% | $2,440-48.0% |
| Participant deferral / active EE | $3,387 | $2,602+30.2% | $3,535-4.2% | $3,607-6.1% |
| Admin fee / account holder | $2,474 | $3,056-19.0% | $3,839-35.6% | $5,124-51.7% |