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 | $83,352 | $54,541+52.8% | $78,778+5.8% | $70,131+18.9% |
| Participation rate | 59.2% | 60.8%-1.6pp | 69.2%-10.0pp | 69.5%-10.4pp |
| Annual return | 24.32% | 21.07%+3.2pp | 35.62%-11.3pp | 73.14%-48.8pp |
| Employer contribution / active EE | $778 | $1,089-28.5% | $1,986-60.8% | $2,342-66.8% |
| Participant deferral / active EE | $2,511 | $2,210+13.6% | $2,958-15.1% | $3,332-24.6% |
| Admin fee / account holder | $1,846 | $3,709-50.2% | $5,134-64.0% | $4,645-60.3% |