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 | $75,527 | $45,073+67.6% | $69,455+8.7% | $72,985+3.5% |
| Participation rate | 44.2% | 68.5%-24.3pp | 74.6%-30.5pp | 69.5%-25.3pp |
| Annual return | 17.85% | 22.65%-4.8pp | 28.97%-11.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,472 | $2,054-28.3% | $2,779-47.0% | $2,440-39.6% |
| Participant deferral / active EE | $2,806 | $2,602+7.9% | $3,535-20.6% | $3,607-22.2% |
| Admin fee / account holder | $471 | $3,056-84.6% | $3,839-87.7% | $5,124-90.8% |