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 | $78,730 | $58,512+34.6% | $84,015-6.3% | $72,985+7.9% |
| Participation rate | 42.1% | 61.2%-19.1pp | 69.0%-26.9pp | 69.5%-27.4pp |
| Annual return | 23.84% | 28.93%-5.1pp | 71.31%-47.5pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,265 | $1,163+8.8% | $1,983-36.2% | $2,440-48.2% |
| Participant deferral / active EE | $2,243 | $2,394-6.3% | $3,239-30.8% | $3,607-37.8% |
| Admin fee / account holder | $1,841 | $4,569-59.7% | $6,101-69.8% | $5,124-64.1% |