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 | $88,173 | $79,944+10.3% | $98,439-10.4% | $75,163+17.3% |
| Participation rate | 62.7% | 70.4%-7.7pp | 75.2%-12.5pp | 67.2%-4.5pp |
| Annual return | 18.84% | 19.75%-0.9pp | 21.16%-2.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,071 | $2,264-52.7% | $3,048-64.8% | $2,670-59.9% |
| Participant deferral / active EE | $4,214 | $3,752+12.3% | $4,738-11.1% | $4,125+2.2% |
| Admin fee / account holder | $9,595 | $6,840+40.3% | $8,948+7.2% | $5,651+69.8% |