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 | $87,076 | $109,881-20.8% | $150,045-42.0% | $84,808+2.7% |
| Participation rate | 69.7% | 76.1%-6.4pp | 82.3%-12.6pp | 68.3%+1.4pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,358 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $6,892 | $6,636+3.9% | $7,997-13.8% | $4,212+63.6% |
| Admin fee / account holder | $2,861 | $8,568-66.6% | $13,435-78.7% | $7,344-61.0% |