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 | $109,494 | $89,753+22.0% | $107,525+1.8% | $84,808+29.1% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 16.55% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,749 | $3,113-43.8% | $3,754-53.4% | $2,631-33.5% |
| Participant deferral / active EE | $3,257 | $4,056-19.7% | $5,116-36.3% | $4,212-22.7% |
| Admin fee / account holder | $7,428 | $7,222+2.9% | $8,919-16.7% | $7,344+1.1% |