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 | $81,527 | $61,774+32.0% | $97,226-16.1% | $80,856+0.8% |
| Participation rate | 65.2% | 63.5%+1.7pp | 72.7%-7.5pp | 67.6%-2.4pp |
| Annual return | 10.73% | -557.90%+568.6pp | 75.13%-64.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $921 | $1,837-49.9% | $2,729-66.3% | $2,755-66.6% |
| Participant deferral / active EE | $3,815 | $3,029+25.9% | $4,264-10.5% | $4,296-11.2% |
| Admin fee / account holder | $2,779 | $5,166-46.2% | $5,654-50.8% | $6,918-59.8% |