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 | $86,686 | $54,541+58.9% | $78,778+10.0% | $70,131+23.6% |
| Participation rate | 59.4% | 60.8%-1.4pp | 69.2%-9.8pp | 69.5%-10.2pp |
| Annual return | 19.20% | 21.07%-1.9pp | 35.62%-16.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $882 | $1,089-18.9% | $1,986-55.6% | $2,342-62.3% |
| Participant deferral / active EE | $1,708 | $2,210-22.7% | $2,958-42.3% | $3,332-48.7% |
| Admin fee / account holder | $22,681 | $3,709+511.6% | $5,134+341.8% | $4,645+388.3% |