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 | $74,058 | $62,672+18.2% | $185,117-60.0% | $70,131+5.6% |
| Participation rate | 55.6% | 63.8%-8.2pp | 77.3%-21.7pp | 69.5%-14.0pp |
| Annual return | 17.29% | 40.79%-23.5pp | 40.50%-23.2pp | 73.14%-55.9pp |
| Employer contribution / active EE | $334 | $1,753-81.0% | $4,182-92.0% | $2,342-85.7% |
| Participant deferral / active EE | $2,313 | $3,272-29.3% | $5,045-54.1% | $3,332-30.6% |
| Admin fee / account holder | $6,360 | $3,932+61.8% | $8,159-22.0% | $4,645+36.9% |