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 | $87,212 | $73,981+17.9% | $105,722-17.5% | $62,891+38.7% |
| Participation rate | 63.3% | 71.7%-8.4pp | 78.9%-15.6pp | 69.3%-6.0pp |
| Annual return | 7.66% | 17.60%-9.9pp | 12.25%-4.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,230 | $2,856-56.9% | $4,079-69.8% | $2,281-46.1% |
| Participant deferral / active EE | $2,707 | $4,038-33.0% | $5,326-49.2% | $3,203-15.5% |
| Admin fee / account holder | $1,429 | $5,976-76.1% | $8,308-82.8% | $4,296-66.7% |