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 | $94,503 | $64,324+46.9% | $118,925-20.5% | $79,858+18.3% |
| Participation rate | 65.5% | 64.9%+0.7pp | 75.4%-9.9pp | 69.6%-4.1pp |
| Annual return | 13.10% | 86.45%-73.4pp | 35.88%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,871 | $2,824+1.7% | $4,265-32.7% | $3,740-23.2% |
| Admin fee / account holder | $893 | $4,040-77.9% | $6,581-86.4% | $5,306-83.2% |