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 | $81,185 | $69,977+16.0% | $108,579-25.2% | $62,891+29.1% |
| Participation rate | 58.8% | 72.9%-14.1pp | 79.6%-20.7pp | 69.3%-10.5pp |
| Annual return | 8.07% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,035 | $2,135-51.5% | $3,758-72.5% | $2,281-54.6% |
| Participant deferral / active EE | $2,076 | $3,165-34.4% | $4,311-51.8% | $3,203-35.2% |
| Admin fee / account holder | $1,047 | $5,076-79.4% | $7,645-86.3% | $4,296-75.6% |