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 | $65,936 | $54,705+20.5% | $71,209-7.4% | $84,808-22.3% |
| Participation rate | 45.5% | 64.1%-18.6pp | 73.8%-28.3pp | 68.3%-22.9pp |
| Annual return | 15.24% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $975 | $2,158-54.8% | $2,721-64.2% | $2,631-62.9% |
| Participant deferral / active EE | $2,218 | $3,030-26.8% | $4,175-46.9% | $4,212-47.3% |
| Admin fee / account holder | $5,106 | $4,863+5.0% | $5,349-4.5% | $7,344-30.5% |