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 | $79,153 | $64,909+21.9% | $82,313-3.8% | $62,292+27.1% |
| Participation rate | 69.5% | 74.9%-5.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 16.11% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,621 | $3,103-15.6% | $3,706-29.3% | $3,169-17.3% |
| Admin fee / account holder | $7,386 | $440+1580.2% | $5,608+31.7% | $479+1440.9% |