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 | $86,182 | $67,606+27.5% | $82,313+4.7% | $70,131+22.9% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.9%-18.6pp | 69.5%-11.2pp |
| Annual return | 16.82% | 21.57%-4.7pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,501 | $1,755-14.4% | $2,428-38.2% | $2,342-35.9% |
| Participant deferral / active EE | $2,573 | $2,987-13.9% | $3,706-30.6% | $3,332-22.8% |
| Admin fee / account holder | $792 | $4,512-82.4% | $5,608-85.9% | $4,645-82.9% |