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 | $81,384 | $58,851+38.3% | $115,157-29.3% | $72,985+11.5% |
| Participation rate | 66.7% | 65.5%+1.1pp | 75.9%-9.2pp | 69.5%-2.8pp |
| Annual return | 16.19% | 23.16%-7.0pp | 35.60%-19.4pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,080 | $2,643+16.5% | $4,168-26.1% | $3,607-14.6% |
| Admin fee / account holder | $11,220 | $6,370+76.1% | $7,088+58.3% | $5,124+118.9% |