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 | $91,986 | $77,314+19.0% | $177,989-48.3% | $80,856+13.8% |
| Participation rate | 62.7% | 65.7%-3.0pp | 77.1%-14.4pp | 67.6%-5.0pp |
| Annual return | 13.37% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,229 | $2,292-46.4% | $3,949-68.9% | $2,755-55.4% |
| Participant deferral / active EE | $4,618 | $4,411+4.7% | $6,276-26.4% | $4,296+7.5% |
| Admin fee / account holder | $1,329 | $7,191-81.5% | $10,363-87.2% | $6,918-80.8% |