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 | $67,015 | $53,822+24.5% | $75,696-11.5% | $85,850-21.9% |
| Participation rate | 61.1% | 69.1%-8.0pp | 74.8%-13.7pp | 69.3%-8.2pp |
| Annual return | 19.31% | 24.54%-5.2pp | 104.53%-85.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,347 | $2,017-33.2% | $2,743-50.9% | $2,565-47.5% |
| Participant deferral / active EE | $3,292 | $2,895+13.7% | $3,821-13.8% | $3,952-16.7% |
| Admin fee / account holder | $21,223 | $3,343+534.9% | $3,619+486.4% | $6,260+239.0% |