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 | $72,834 | $48,795+49.3% | $65,493+11.2% | $84,808-14.1% |
| Participation rate | 62.8% | 67.0%-4.2pp | 73.1%-10.3pp | 68.3%-5.5pp |
| Annual return | 13.93% | 20.20%-6.3pp | 982.45%-968.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,250 | $1,930-35.2% | $2,574-51.5% | $2,631-52.5% |
| Participant deferral / active EE | $3,890 | $2,928+32.8% | $3,961-1.8% | $4,212-7.6% |
| Admin fee / account holder | $3,680 | $3,877-5.1% | $5,028-26.8% | $7,344-49.9% |