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 | $92,511 | $65,365+41.5% | $92,893-0.4% | $72,985+26.8% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 22.28% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,339 | $3,128-57.2% | $4,236-68.4% | $3,607-62.9% |
| Admin fee / account holder | $490 | $4,251-88.5% | $5,794-91.5% | $5,124-90.4% |