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 | $90,770 | $81,248+11.7% | $155,509-41.6% | $80,856+12.3% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.6pp | 67.6%-6.1pp |
| Annual return | 12.53% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $862 | $3,100-72.2% | $4,672-81.6% | $2,755-68.7% |
| Participant deferral / active EE | $2,494 | $3,452-27.7% | $5,626-55.7% | $4,296-41.9% |
| Admin fee / account holder | $18,086 | $7,997+126.2% | $15,912+13.7% | $6,918+161.4% |