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 | $70,308 | $86,944-19.1% | $107,525-34.6% | $74,304-5.4% |
| Participation rate | 62.6% | 59.6%+3.1pp | 75.1%-12.5pp | 60.3%+2.3pp |
| Annual return | 14.97% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,120 | $2,757-59.4% | $3,754-70.2% | $2,241-50.0% |
| Participant deferral / active EE | $4,254 | $3,554+19.7% | $5,116-16.8% | $3,767+12.9% |
| Admin fee / account holder | $9,160 | $3,727+145.8% | $8,919+2.7% | $2,969+208.5% |