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 | $84,169 | $67,411+24.9% | $91,001-7.5% | $70,131+20.0% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 17.19% | -40.16%+57.4pp | 4.60%+12.6pp | 73.14%-56.0pp |
| Employer contribution / active EE | $370 | $1,786-79.3% | $2,456-85.0% | $2,342-84.2% |
| Participant deferral / active EE | $2,859 | $2,823+1.3% | $3,547-19.4% | $3,332-14.2% |
| Admin fee / account holder | $9,669 | $4,236+128.3% | $5,417+78.5% | $4,645+108.1% |