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 | $82,159 | $71,050+15.6% | $93,606-12.2% | $80,856+1.6% |
| Participation rate | 27.3% | 60.4%-33.1pp | 68.7%-41.4pp | 67.6%-40.4pp |
| Annual return | 13.24% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,225 | $1,564-21.6% | $2,420-49.4% | $2,755-55.5% |
| Participant deferral / active EE | $1,766 | $4,034-56.2% | $4,411-60.0% | $4,296-58.9% |
| Admin fee / account holder | $1,957 | $6,945-71.8% | $8,285-76.4% | $6,918-71.7% |