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 | $64,765 | $46,869+38.2% | $122,332-47.1% | $70,131-7.7% |
| Participation rate | 40.6% | 58.2%-17.6pp | 71.6%-31.0pp | 69.5%-28.9pp |
| Annual return | 16.15% | 24.22%-8.1pp | 30.27%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,318 | $1,288+2.4% | $4,050-67.5% | $2,342-43.7% |
| Participant deferral / active EE | $2,124 | $2,166-2.0% | $3,287-35.4% | $3,332-36.3% |
| Admin fee / account holder | $644 | $3,322-80.6% | $5,478-88.2% | $4,645-86.1% |