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 | $87,914 | $72,492+21.3% | $87,100+0.9% | $72,985+20.5% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 23.61% | 24.46%-0.8pp | 28.19%-4.6pp | 81.00%-57.4pp |
| Employer contribution / active EE | $607 | $1,894-68.0% | $2,521-75.9% | $2,440-75.1% |
| Participant deferral / active EE | $2,913 | $3,270-10.9% | $4,049-28.0% | $3,607-19.2% |
| Admin fee / account holder | $13,143 | $5,055+160.0% | $7,497+75.3% | $5,124+156.5% |