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 | $83,402 | $58,523+42.5% | $99,443-16.1% | $72,985+14.3% |
| Participation rate | 64.4% | 64.6%-0.3pp | 73.8%-9.5pp | 69.5%-5.1pp |
| Annual return | 23.20% | 28.51%-5.3pp | 30.72%-7.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $949 | $1,512-37.2% | $2,540-62.6% | $2,440-61.1% |
| Participant deferral / active EE | $1,723 | $2,606-33.9% | $3,619-52.4% | $3,607-52.2% |
| Admin fee / account holder | $9,061 | $4,102+120.9% | $6,250+45.0% | $5,124+76.8% |