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 | $82,170 | $71,050+15.7% | $93,606-12.2% | $80,856+1.6% |
| Participation rate | 68.8% | 60.4%+8.3pp | 68.7%0pp | 67.6%+1.1pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,169 | $1,564+102.6% | $2,420+30.9% | $2,755+15.0% |
| Participant deferral / active EE | $2,668 | $4,034-33.9% | $4,411-39.5% | $4,296-37.9% |
| Admin fee / account holder | $1,737 | $6,945-75.0% | $8,285-79.0% | $6,918-74.9% |