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 | $118,961 | $84,527+40.7% | $67,711+75.7% | $125,391-5.1% |
| Participation rate | 62.5% | 74.8%-12.3pp | 67.5%-5.0pp | 83.2%-20.7pp |
| Annual return | 4.17% | 2.57%+1.6pp | 25.41%-21.2pp | 282.22%-278.1pp |
| Employer contribution / active EE | $1,522 | $3,292-53.8% | $2,559-40.5% | $4,866-68.7% |
| Participant deferral / active EE | $1,986 | $4,429-55.2% | $3,585-44.6% | $5,352-62.9% |
| Admin fee / account holder | $2,435 | $5,340-54.4% | $4,255-42.8% | $9,540-74.5% |