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 | $87,081 | $78,422+11.0% | $95,952-9.2% | $79,858+9.0% |
| Participation rate | 58.2% | 73.5%-15.3pp | 77.1%-18.9pp | 69.6%-11.5pp |
| Annual return | 15.17% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,449 | $1,945-25.5% | $2,541-43.0% | $2,471-41.3% |
| Participant deferral / active EE | $2,934 | $3,440-14.7% | $4,167-29.6% | $3,740-21.6% |
| Admin fee / account holder | $614 | $5,622-89.1% | $6,795-91.0% | $5,306-88.4% |