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 | $67,106 | $56,053+19.7% | $75,972-11.7% | $80,856-17.0% |
| Participation rate | 63.3% | 62.0%+1.3pp | 69.1%-5.7pp | 67.6%-4.3pp |
| Annual return | 10.33% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,083 | $1,874-42.2% | $2,685-59.7% | $2,755-60.7% |
| Participant deferral / active EE | $3,763 | $3,052+23.3% | $4,255-11.6% | $4,296-12.4% |
| Admin fee / account holder | $1,503 | $5,234-71.3% | $6,467-76.8% | $6,918-78.3% |