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 | $96,086 | $78,422+22.5% | $95,952+0.1% | $79,858+20.3% |
| Participation rate | 63.5% | 73.5%-10.0pp | 77.1%-13.6pp | 69.6%-6.1pp |
| Annual return | 10.74% | 19.37%-8.6pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $935 | $1,945-51.9% | $2,541-63.2% | $2,471-62.2% |
| Participant deferral / active EE | $5,576 | $3,440+62.1% | $4,167+33.8% | $3,740+49.1% |
| Admin fee / account holder | $7,672 | $5,622+36.5% | $6,795+12.9% | $5,306+44.6% |