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 | $85,383 | $49,227+73.4% | $70,449+21.2% | $79,858+6.9% |
| Participation rate | 60.2% | 69.2%-9.0pp | 75.1%-14.8pp | 69.6%-9.4pp |
| Annual return | 14.99% | 30.06%-15.1pp | 109.03%-94.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,017 | $2,099-3.9% | $2,737-26.3% | $2,471-18.4% |
| Participant deferral / active EE | $3,267 | $2,768+18.0% | $3,709-11.9% | $3,740-12.6% |
| Admin fee / account holder | $1,068 | $2,878-62.9% | $3,845-72.2% | $5,306-79.9% |