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 | $95,893 | $83,477+14.9% | $125,175-23.4% | $72,985+31.4% |
| Participation rate | 62.1% | 73.3%-11.2pp | 79.8%-17.7pp | 69.5%-7.4pp |
| Annual return | 21.13% | 25.78%-4.6pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,042 | $2,345-55.6% | $3,865-73.0% | $2,440-57.3% |
| Participant deferral / active EE | $4,552 | $3,585+27.0% | $4,937-7.8% | $3,607+26.2% |
| Admin fee / account holder | $2,957 | $5,517-46.4% | $9,702-69.5% | $5,124-42.3% |