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 | $87,787 | $101,724-13.7% | $164,813-46.7% | $80,856+8.6% |
| Participation rate | 68.3% | 71.8%-3.5pp | 78.6%-10.3pp | 67.6%+0.7pp |
| Annual return | 21.82% | 16.72%+5.1pp | 69.93%-48.1pp | 35.59%-13.8pp |
| Employer contribution / active EE | $888 | $2,953-69.9% | $4,341-79.5% | $2,755-67.8% |
| Participant deferral / active EE | $2,976 | $4,477-33.5% | $6,031-50.7% | $4,296-30.7% |
| Admin fee / account holder | $2,815 | $8,227-65.8% | $12,690-77.8% | $6,918-59.3% |