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 | $88,913 | $71,050+25.1% | $93,606-5.0% | $80,856+10.0% |
| Participation rate | 61.0% | 60.4%+0.6pp | 68.7%-7.7pp | 67.6%-6.7pp |
| Annual return | 12.85% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,348 | $1,564-13.8% | $2,420-44.3% | $2,755-51.1% |
| Participant deferral / active EE | $3,211 | $4,034-20.4% | $4,411-27.2% | $4,296-25.3% |
| Admin fee / account holder | $34,586 | $6,945+398.0% | $8,285+317.4% | $6,918+399.9% |