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 | $102,344 | $87,013+17.6% | $106,213-3.6% | $80,856+26.6% |
| Participation rate | 66.3% | 70.4%-4.2pp | 75.3%-9.0pp | 67.6%-1.4pp |
| Annual return | 12.05% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $985 | $2,395-58.9% | $3,171-68.9% | $2,755-64.2% |
| Participant deferral / active EE | $3,633 | $3,986-8.8% | $5,016-27.6% | $4,296-15.4% |
| Admin fee / account holder | $7,144 | $8,431-15.3% | $11,033-35.3% | $6,918+3.3% |