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 | $90,585 | $78,485+15.4% | $106,213-14.7% | $74,495+21.6% |
| Participation rate | 65.8% | 72.8%-7.0pp | 75.3%-9.4pp | 67.2%-1.4pp |
| Annual return | 14.57% | 15.95%-1.4pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,065 | $2,523-57.8% | $3,171-66.4% | $2,623-59.4% |
| Participant deferral / active EE | $2,716 | $4,322-37.2% | $5,016-45.9% | $4,346-37.5% |
| Admin fee / account holder | $1,660 | $2,232-25.6% | $11,033-85.0% | $1,942-14.5% |