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 | $80,464 | $58,828+36.8% | $77,999+3.2% | $62,891+27.9% |
| Participation rate | 69.2% | 71.1%-1.8pp | 75.5%-6.3pp | 69.3%-0.1pp |
| Annual return | 9.61% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,686 | $1,672+0.8% | $2,470-31.8% | $2,281-26.1% |
| Participant deferral / active EE | $1,154 | $2,686-57.0% | $3,497-67.0% | $3,203-64.0% |
| Admin fee / account holder | $3,252 | $4,393-26.0% | $5,480-40.7% | $4,296-24.3% |