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 | $84,470 | $78,705+7.3% | $117,854-28.3% | $70,131+20.4% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 26.66% | 23.30%+3.4pp | 335.08%-308.4pp | 73.14%-46.5pp |
| Employer contribution / active EE | $1,737 | $2,223-21.9% | $3,786-54.1% | $2,342-25.8% |
| Participant deferral / active EE | $3,353 | $3,297+1.7% | $4,482-25.2% | $3,332+0.7% |
| Admin fee / account holder | $1,331 | $5,065-73.7% | $8,020-83.4% | $4,645-71.3% |