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 | $80,338 | $77,314+3.9% | $177,989-54.9% | $80,856-0.6% |
| Participation rate | 69.7% | 65.7%+4.0pp | 77.1%-7.4pp | 67.6%+2.1pp |
| Annual return | 11.34% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,522 | $2,292-33.6% | $3,949-61.5% | $2,755-44.8% |
| Participant deferral / active EE | $3,501 | $4,411-20.6% | $6,276-44.2% | $4,296-18.5% |
| Admin fee / account holder | $10,564 | $7,191+46.9% | $10,363+1.9% | $6,918+52.7% |