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 | $107,423 | $61,605+74.4% | $112,229-4.3% | $75,163+42.9% |
| Participation rate | 62.1% | 61.7%+0.4pp | 72.4%-10.4pp | 67.2%-5.1pp |
| Annual return | 18.84% | 28.47%-9.6pp | 30.20%-11.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,868 | $3,108-7.7% | $4,798-40.2% | $4,125-30.5% |
| Admin fee / account holder | $2,753 | $4,862-43.4% | $7,748-64.5% | $5,651-51.3% |