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 | $94,170 | $78,422+20.1% | $95,952-1.9% | $79,858+17.9% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 21.17% | 19.37%+1.8pp | 91.61%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,038 | $1,945-46.6% | $2,541-59.1% | $2,471-58.0% |
| Participant deferral / active EE | $3,393 | $3,440-1.4% | $4,167-18.6% | $3,740-9.3% |
| Admin fee / account holder | $1,620 | $5,622-71.2% | $6,795-76.2% | $5,306-69.5% |