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 | $72,103 | $45,035+60.1% | $62,995+14.5% | $70,131+2.8% |
| Participation rate | 56.9% | 69.5%-12.6pp | 74.8%-17.9pp | 69.5%-12.6pp |
| Annual return | 18.11% | 18.76%-0.6pp | 87.57%-69.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $426 | $2,051-79.2% | $2,759-84.5% | $2,342-81.8% |
| Participant deferral / active EE | $2,664 | $2,465+8.1% | $3,329-20.0% | $3,332-20.0% |
| Admin fee / account holder | $1,974 | $2,834-30.4% | $3,600-45.2% | $4,645-57.5% |