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 | $94,176 | $81,460+15.6% | $103,333-8.9% | $80,856+16.5% |
| Participation rate | 67.4% | 66.8%+0.5pp | 74.5%-7.1pp | 67.6%-0.2pp |
| Annual return | 12.34% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $877 | $3,105-71.7% | $3,868-77.3% | $2,755-68.1% |
| Participant deferral / active EE | $3,510 | $3,869-9.3% | $5,057-30.6% | $4,296-18.3% |
| Admin fee / account holder | $10,297 | $6,566+56.8% | $8,355+23.2% | $6,918+48.8% |