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 | $89,638 | $72,492+23.7% | $87,100+2.9% | $72,985+22.8% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 20.20% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,450 | $1,894-23.5% | $2,521-42.5% | $2,440-40.6% |
| Participant deferral / active EE | $2,549 | $3,270-22.1% | $4,049-37.1% | $3,607-29.4% |
| Admin fee / account holder | $2,141 | $5,055-57.6% | $7,497-71.4% | $5,124-58.2% |