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 | $71,460 | $43,075+65.9% | $74,583-4.2% | $62,891+13.6% |
| Participation rate | 65.6% | 58.1%+7.5pp | 68.1%-2.5pp | 69.3%-3.7pp |
| Annual return | 12.67% | 17.50%-4.8pp | 20.47%-7.8pp | 20.14%-7.5pp |
| Employer contribution / active EE | $255 | $1,498-82.9% | $2,525-89.9% | $2,281-88.8% |
| Participant deferral / active EE | $1,177 | $2,389-50.7% | $3,458-66.0% | $3,203-63.2% |
| Admin fee / account holder | $1,890 | $2,840-33.5% | $4,138-54.3% | $4,296-56.0% |