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 | $88,495 | $54,541+62.3% | $78,778+12.3% | $70,131+26.2% |
| Participation rate | 67.6% | 60.8%+6.8pp | 69.2%-1.6pp | 69.5%-2.0pp |
| Annual return | 14.73% | 21.07%-6.3pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $767 | $1,089-29.6% | $1,986-61.4% | $2,342-67.3% |
| Participant deferral / active EE | $2,180 | $2,210-1.3% | $2,958-26.3% | $3,332-34.6% |
| Admin fee / account holder | $7,484 | $3,709+101.8% | $5,134+45.8% | $4,645+61.1% |