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 | $104,144 | $86,944+19.8% | $107,525-3.1% | $74,304+40.2% |
| Participation rate | 38.3% | 59.6%-21.2pp | 75.1%-36.8pp | 60.3%-22.0pp |
| Annual return | 16.35% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $745 | $2,757-73.0% | $3,754-80.2% | $2,241-66.8% |
| Participant deferral / active EE | $3,635 | $3,554+2.3% | $5,116-28.9% | $3,767-3.5% |
| Admin fee / account holder | $8,041 | $3,727+115.8% | $8,919-9.8% | $2,969+170.8% |