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 | $75,116 | $53,018+41.7% | $70,014+7.3% | $62,891+19.4% |
| Participation rate | 57.1% | 67.2%-10.1pp | 71.8%-14.7pp | 69.3%-12.2pp |
| Annual return | 7.71% | 13.35%-5.6pp | 12.99%-5.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,211 | $1,799-32.7% | $2,338-48.2% | $2,281-46.9% |
| Participant deferral / active EE | $1,712 | $2,395-28.5% | $2,931-41.6% | $3,203-46.5% |
| Admin fee / account holder | $6,255 | $3,690+69.5% | $4,380+42.8% | $4,296+45.6% |