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 | $86,755 | $58,523+48.2% | $99,443-12.8% | $72,985+18.9% |
| Participation rate | 62.5% | 64.6%-2.1pp | 73.8%-11.3pp | 69.5%-7.0pp |
| Annual return | 19.88% | 28.51%-8.6pp | 30.72%-10.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,686 | $1,512+11.5% | $2,540-33.6% | $2,440-30.9% |
| Participant deferral / active EE | $2,407 | $2,606-7.6% | $3,619-33.5% | $3,607-33.3% |
| Admin fee / account holder | $668 | $4,102-83.7% | $6,250-89.3% | $5,124-87.0% |