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 | $79,727 | $56,053+42.2% | $75,972+4.9% | $80,856-1.4% |
| Participation rate | 54.5% | 62.0%-7.5pp | 69.1%-14.5pp | 67.6%-13.1pp |
| Annual return | 11.20% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,142 | $1,874-39.1% | $2,685-57.5% | $2,755-58.6% |
| Participant deferral / active EE | $3,900 | $3,052+27.8% | $4,255-8.4% | $4,296-9.2% |
| Admin fee / account holder | $9,900 | $5,234+89.2% | $6,467+53.1% | $6,918+43.1% |