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 | $79,767 | $77,899+2.4% | $149,673-46.7% | $75,163+6.1% |
| Participation rate | 55.0% | 65.6%-10.6pp | 78.8%-23.8pp | 67.2%-12.2pp |
| Annual return | 22.54% | 31.72%-9.2pp | 134.42%-111.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,131 | $3,137-64.0% | $4,818-76.5% | $2,670-57.7% |
| Participant deferral / active EE | $3,135 | $3,411-8.1% | $5,680-44.8% | $4,125-24.0% |
| Admin fee / account holder | $2,698 | $5,956-54.7% | $13,210-79.6% | $5,651-52.3% |