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 | $83,079 | $53,127+56.4% | $86,590-4.1% | $70,131+18.5% |
| Participation rate | 67.7% | 65.3%+2.4pp | 73.5%-5.9pp | 69.5%-1.8pp |
| Annual return | 21.62% | 27.66%-6.0pp | 964.84%-943.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $702 | $2,068-66.0% | $2,839-75.3% | $2,342-70.0% |
| Participant deferral / active EE | $4,138 | $2,696+53.5% | $3,609+14.7% | $3,332+24.2% |
| Admin fee / account holder | $2,728 | $3,585-23.9% | $4,906-44.4% | $4,645-41.3% |