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 | $114,695 | $83,477+37.4% | $125,175-8.4% | $72,985+57.1% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.5%-0.3pp |
| Annual return | 19.36% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,056 | $2,345-55.0% | $3,865-72.7% | $2,440-56.7% |
| Participant deferral / active EE | $3,102 | $3,585-13.5% | $4,937-37.2% | $3,607-14.0% |
| Admin fee / account holder | $2,535 | $5,517-54.1% | $9,702-73.9% | $5,124-50.5% |