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 | $62,433 | $48,230+29.4% | $67,502-7.5% | $80,856-22.8% |
| Participation rate | 65.4% | 66.4%-1.0pp | 72.9%-7.5pp | 67.6%-2.3pp |
| Annual return | 14.89% | 18.28%-3.4pp | 3512.12%-3497.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,819 | $2,020-10.0% | $2,731-33.4% | $2,755-34.0% |
| Participant deferral / active EE | $3,883 | $2,924+32.8% | $4,000-2.9% | $4,296-9.6% |
| Admin fee / account holder | $1,963 | $3,681-46.7% | $3,998-50.9% | $6,918-71.6% |