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 | $92,758 | $71,050+30.6% | $93,606-0.9% | $80,856+14.7% |
| Participation rate | 44.2% | 60.4%-16.2pp | 68.7%-24.5pp | 67.6%-23.5pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $447 | $1,564-71.4% | $2,420-81.5% | $2,755-83.8% |
| Participant deferral / active EE | $2,910 | $4,034-27.8% | $4,411-34.0% | $4,296-32.3% |
| Admin fee / account holder | $6,658 | $6,945-4.1% | $8,285-19.6% | $6,918-3.8% |