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 | $84,749 | $53,822+57.5% | $75,696+12.0% | $85,850-1.3% |
| Participation rate | 61.5% | 69.1%-7.6pp | 74.8%-13.4pp | 69.3%-7.9pp |
| Annual return | 16.03% | 24.54%-8.5pp | 104.53%-88.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,544 | $2,017-23.4% | $2,743-43.7% | $2,565-39.8% |
| Participant deferral / active EE | $3,670 | $2,895+26.8% | $3,821-4.0% | $3,952-7.1% |
| Admin fee / account holder | $10,633 | $3,343+218.1% | $3,619+193.8% | $6,260+69.9% |