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 | $74,392 | $103,949-28.4% | $69,182+7.5% | $273,961-72.8% |
| Participation rate | 60.0% | 67.4%-7.4pp | 55.1%+4.9pp | 83.0%-23.0pp |
| Annual return | 9.00% | 35.28%-26.3pp | -21.93%+30.9pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,536 | $1,783-13.9% | $1,206+27.3% | $4,869-68.5% |
| Participant deferral / active EE | $3,083 | $2,716+13.5% | $1,897+62.5% | $5,287-41.7% |
| Admin fee / account holder | $884 | $3,671-75.9% | $2,697-67.2% | $10,132-91.3% |