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 | $76,651 | $45,035+70.2% | $62,995+21.7% | $70,131+9.3% |
| Participation rate | 66.0% | 69.5%-3.5pp | 74.8%-8.8pp | 69.5%-3.6pp |
| Annual return | 12.76% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,773 | $2,051-13.6% | $2,759-35.7% | $2,342-24.3% |
| Participant deferral / active EE | $2,791 | $2,465+13.3% | $3,329-16.2% | $3,332-16.2% |
| Admin fee / account holder | $3,567 | $2,834+25.9% | $3,600-0.9% | $4,645-23.2% |