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 | $90,513 | $62,586+44.6% | $76,768+17.9% | $64,186+41.0% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | 13.51% | -1.95%+15.5pp | 2.43%+11.1pp | 7.63%+5.9pp |
| Employer contribution / active EE | $843 | $1,832-54.0% | $2,485-66.1% | $2,381-64.6% |
| Participant deferral / active EE | $2,415 | $3,145-23.2% | $3,852-37.3% | $3,470-30.4% |
| Admin fee / account holder | $939 | $4,667-79.9% | $6,675-85.9% | $4,888-80.8% |