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 | $74,707 | $47,848+56.1% | $81,478-8.3% | $70,131+6.5% |
| Participation rate | 60.5% | 58.3%+2.3pp | 68.0%-7.4pp | 69.5%-9.0pp |
| Annual return | 13.05% | 27.25%-14.2pp | 38.78%-25.7pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,125 | $1,527-26.4% | $2,568-56.2% | $2,342-52.0% |
| Participant deferral / active EE | $2,554 | $2,453+4.1% | $3,537-27.8% | $3,332-23.3% |
| Admin fee / account holder | $14,097 | $3,145+348.2% | $4,561+209.1% | $4,645+203.5% |