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 | $81,945 | $58,828+39.3% | $77,999+5.1% | $62,891+30.3% |
| Participation rate | 62.9% | 71.1%-8.2pp | 75.5%-12.6pp | 69.3%-6.4pp |
| Annual return | 7.48% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $302 | $1,672-82.0% | $2,470-87.8% | $2,281-86.8% |
| Participant deferral / active EE | $3,114 | $2,686+16.0% | $3,497-10.9% | $3,203-2.8% |
| Admin fee / account holder | $9,148 | $4,393+108.2% | $5,480+66.9% | $4,296+113.0% |