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 | $71,817 | $60,349+19.0% | $74,183-3.2% | $62,891+14.2% |
| Participation rate | 56.8% | 72.7%-15.9pp | 76.6%-19.8pp | 69.3%-12.5pp |
| Annual return | 9.56% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,451 | $1,680-13.6% | $2,370-38.8% | $2,281-36.4% |
| Participant deferral / active EE | $3,153 | $2,856+10.4% | $3,550-11.2% | $3,203-1.5% |
| Admin fee / account holder | $804 | $4,261-81.1% | $5,586-85.6% | $4,296-81.3% |