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 | $83,400 | $59,101+41.1% | $77,163+8.1% | $75,163+11.0% |
| Participation rate | 67.8% | 63.9%+4.0pp | 69.6%-1.8pp | 67.2%+0.6pp |
| Annual return | 16.56% | 26.71%-10.2pp | 37.87%-21.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $484 | $1,995-75.7% | $2,535-80.9% | $2,670-81.9% |
| Participant deferral / active EE | $2,722 | $2,999-9.2% | $3,833-29.0% | $4,125-34.0% |
| Admin fee / account holder | $4,683 | $4,774-1.9% | $5,472-14.4% | $5,651-17.1% |