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 | $96,835 | $71,050+36.3% | $93,606+3.4% | $80,856+19.8% |
| Participation rate | 65.5% | 60.4%+5.0pp | 68.7%-3.3pp | 67.6%-2.2pp |
| Annual return | 16.66% | 11.26%+5.4pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $968 | $1,564-38.1% | $2,420-60.0% | $2,755-64.9% |
| Participant deferral / active EE | $3,874 | $4,034-4.0% | $4,411-12.2% | $4,296-9.8% |
| Admin fee / account holder | $1,636 | $6,945-76.4% | $8,285-80.3% | $6,918-76.4% |