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 | $91,141 | $61,774+47.5% | $97,226-6.3% | $80,856+12.7% |
| Participation rate | 41.4% | 63.5%-22.1pp | 72.7%-31.3pp | 67.6%-26.3pp |
| Annual return | 11.14% | -557.90%+569.0pp | 75.13%-64.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $550 | $1,837-70.0% | $2,729-79.8% | $2,755-80.0% |
| Participant deferral / active EE | $1,337 | $3,029-55.9% | $4,264-68.6% | $4,296-68.9% |
| Admin fee / account holder | $6,413 | $5,166+24.1% | $5,654+13.4% | $6,918-7.3% |