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 | $93,360 | $79,944+16.8% | $98,439-5.2% | $75,163+24.2% |
| Participation rate | 55.4% | 70.4%-14.9pp | 75.2%-19.7pp | 67.2%-11.8pp |
| Annual return | 15.04% | 19.75%-4.7pp | 21.16%-6.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,651 | $2,264+17.1% | $3,048-13.0% | $2,670-0.7% |
| Participant deferral / active EE | $3,628 | $3,752-3.3% | $4,738-23.4% | $4,125-12.1% |
| Admin fee / account holder | $3,594 | $6,840-47.5% | $8,948-59.8% | $5,651-36.4% |