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 | $87,845 | $52,279+68.0% | $89,391-1.7% | $79,858+10.0% |
| Participation rate | 55.3% | 57.5%-2.2pp | 68.0%-12.7pp | 69.6%-14.3pp |
| Annual return | 12.58% | 22.16%-9.6pp | 245.62%-233.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $967 | $1,572-38.5% | $2,586-62.6% | $2,471-60.9% |
| Participant deferral / active EE | $1,675 | $2,740-38.9% | $3,890-57.0% | $3,740-55.2% |
| Admin fee / account holder | $2,752 | $3,356-18.0% | $4,881-43.6% | $5,306-48.1% |