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 | $104,687 | $85,766+22.1% | $136,294-23.2% | $70,131+49.3% |
| Participation rate | 41.2% | 74.2%-33.0pp | 81.9%-40.7pp | 69.5%-28.4pp |
| Annual return | 14.48% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,421 | $2,966-52.1% | $4,695-69.7% | $2,342-39.3% |
| Participant deferral / active EE | $3,028 | $5,051-40.1% | $6,247-51.5% | $3,332-9.1% |
| Admin fee / account holder | $2,162 | $5,420-60.1% | $9,243-76.6% | $4,645-53.5% |