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 | $91,953 | $58,512+57.2% | $84,015+9.4% | $72,985+26.0% |
| Participation rate | 66.1% | 61.2%+4.8pp | 69.0%-2.9pp | 69.5%-3.4pp |
| Annual return | 18.87% | 28.93%-10.1pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,885 | $2,394-21.2% | $3,239-41.8% | $3,607-47.7% |
| Admin fee / account holder | $10,240 | $4,569+124.1% | $6,101+67.8% | $5,124+99.8% |