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 | $83,215 | $56,110+48.3% | $94,993-12.4% | $70,131+18.7% |
| Participation rate | 55.1% | 65.0%-9.9pp | 73.9%-18.8pp | 69.5%-14.4pp |
| Annual return | 16.55% | 51.02%-34.5pp | 27.12%-10.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,422 | $1,442-1.4% | $2,603-45.4% | $2,342-39.3% |
| Participant deferral / active EE | $2,737 | $2,391+14.5% | $3,317-17.5% | $3,332-17.8% |
| Admin fee / account holder | $1,783 | $3,456-48.4% | $4,960-64.0% | $4,645-61.6% |