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 | $92,911 | $86,944+6.9% | $107,525-13.6% | $74,304+25.0% |
| Participation rate | 33.6% | 59.6%-25.9pp | 75.1%-41.4pp | 60.3%-26.7pp |
| Annual return | 28.29% | 23.52%+4.8pp | 181.32%-153.0pp | 29.43%-1.1pp |
| Employer contribution / active EE | $2,063 | $2,757-25.2% | $3,754-45.0% | $2,241-7.9% |
| Participant deferral / active EE | $3,349 | $3,554-5.8% | $5,116-34.5% | $3,767-11.1% |
| Admin fee / account holder | $6,269 | $3,727+68.2% | $8,919-29.7% | $2,969+111.1% |