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 | $84,952 | $89,355-4.9% | $141,162-39.8% | $72,985+16.4% |
| Participation rate | 69.5% | 75.1%-5.6pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 21.73% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,070 | $3,114-65.7% | $4,735-77.4% | $2,440-56.2% |
| Participant deferral / active EE | $5,007 | $5,418-7.6% | $6,709-25.4% | $3,607+38.8% |
| Admin fee / account holder | $3,408 | $5,958-42.8% | $10,261-66.8% | $5,124-33.5% |