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 | $86,627 | $69,977+23.8% | $108,579-20.2% | $62,891+37.7% |
| Participation rate | 68.3% | 72.9%-4.6pp | 79.6%-11.3pp | 69.3%-1.0pp |
| Annual return | 7.56% | 10.73%-3.2pp | -51.70%+59.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $930 | $2,135-56.4% | $3,758-75.3% | $2,281-59.2% |
| Participant deferral / active EE | $3,329 | $3,165+5.2% | $4,311-22.8% | $3,203+3.9% |
| Admin fee / account holder | $4,200 | $5,076-17.3% | $7,645-45.1% | $4,296-2.2% |