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 | $87,595 | $53,127+64.9% | $86,590+1.2% | $70,131+24.9% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 16.54% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $789 | $2,068-61.8% | $2,839-72.2% | $2,342-66.3% |
| Participant deferral / active EE | $2,691 | $2,696-0.2% | $3,609-25.4% | $3,332-19.2% |
| Admin fee / account holder | $11,584 | $3,585+223.1% | $4,906+136.1% | $4,645+149.4% |