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 | $83,865 | $58,851+42.5% | $115,157-27.2% | $72,985+14.9% |
| Participation rate | 69.0% | 65.5%+3.4pp | 75.9%-6.9pp | 69.5%-0.5pp |
| Annual return | 18.12% | 23.16%-5.0pp | 35.60%-17.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,522 | $1,798-15.3% | $3,179-52.1% | $2,440-37.6% |
| Participant deferral / active EE | $3,203 | $2,643+21.2% | $4,168-23.2% | $3,607-11.2% |
| Admin fee / account holder | $2,454 | $6,370-61.5% | $7,088-65.4% | $5,124-52.1% |