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 | $89,159 | $68,547+30.1% | $120,354-25.9% | $80,856+10.3% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 11.69% | 23.60%-11.9pp | 107.15%-95.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,442 | $2,051-29.7% | $3,463-58.3% | $2,755-47.6% |
| Participant deferral / active EE | $2,815 | $3,173-11.3% | $4,991-43.6% | $4,296-34.5% |
| Admin fee / account holder | $6,793 | $5,732+18.5% | $9,423-27.9% | $6,918-1.8% |