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 | $82,627 | $59,839+38.1% | $81,983+0.8% | $79,858+3.5% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.2%-5.0pp | 69.6%-5.3pp |
| Annual return | 14.21% | 17.56%-3.4pp | 41.31%-27.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,400 | $1,713-18.3% | $2,498-43.9% | $2,471-43.3% |
| Participant deferral / active EE | $3,667 | $2,695+36.0% | $3,722-1.5% | $3,740-2.0% |
| Admin fee / account holder | $988 | $4,287-77.0% | $5,664-82.6% | $5,306-81.4% |