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 | $87,321 | $67,606+29.2% | $82,313+6.1% | $70,131+24.5% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 21.34% | 21.57%-0.2pp | 25.88%-4.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $687 | $1,755-60.9% | $2,428-71.7% | $2,342-70.7% |
| Participant deferral / active EE | $2,369 | $2,987-20.7% | $3,706-36.1% | $3,332-28.9% |
| Admin fee / account holder | $11,598 | $4,512+157.0% | $5,608+106.8% | $4,645+149.7% |