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 | $85,832 | $78,705+9.1% | $117,854-27.2% | $70,131+22.4% |
| Participation rate | 65.4% | 73.2%-7.8pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 14.15% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,012 | $2,223-54.5% | $3,786-73.3% | $2,342-56.8% |
| Participant deferral / active EE | $4,502 | $3,297+36.5% | $4,482+0.4% | $3,332+35.1% |
| Admin fee / account holder | $18,850 | $5,065+272.1% | $8,020+135.0% | $4,645+305.8% |