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 | $92,589 | $89,753+3.2% | $107,525-13.9% | $84,808+9.2% |
| Participation rate | 58.9% | 68.1%-9.2pp | 75.1%-16.2pp | 68.3%-9.4pp |
| Annual return | 14.34% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,644 | $3,113-15.1% | $3,754-29.6% | $2,631+0.5% |
| Participant deferral / active EE | $5,683 | $4,056+40.1% | $5,116+11.1% | $4,212+34.9% |
| Admin fee / account holder | $2,177 | $7,222-69.9% | $8,919-75.6% | $7,344-70.4% |