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 | $80,240 | $67,411+19.0% | $91,001-11.8% | $70,131+14.4% |
| Participation rate | 13.3% | 71.4%-58.0pp | 75.6%-62.3pp | 69.5%-56.2pp |
| Annual return | 19.53% | -40.16%+59.7pp | 4.60%+14.9pp | 73.14%-53.6pp |
| Employer contribution / active EE | $865 | $1,786-51.6% | $2,456-64.8% | $2,342-63.1% |
| Participant deferral / active EE | $3,700 | $2,823+31.1% | $3,547+4.3% | $3,332+11.1% |
| Admin fee / account holder | $10,016 | $4,236+136.4% | $5,417+84.9% | $4,645+115.6% |