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 | $88,824 | $73,933+20.1% | $96,683-8.1% | $75,163+18.2% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 19.51% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,088 | $2,928-62.8% | $3,737-70.9% | $2,670-59.2% |
| Participant deferral / active EE | $1,578 | $3,659-56.9% | $4,878-67.7% | $4,125-61.7% |
| Admin fee / account holder | $389 | $5,216-92.5% | $6,730-94.2% | $5,651-93.1% |