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 | $87,274 | $84,233+3.6% | $170,442-48.8% | $70,131+24.4% |
| Participation rate | 53.8% | 70.8%-17.0pp | 83.6%-29.8pp | 69.5%-15.7pp |
| Annual return | 15.38% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,613 | $3,387-52.4% | $5,433-70.3% | $2,342-31.1% |
| Participant deferral / active EE | $3,979 | $3,086+28.9% | $4,939-19.5% | $3,332+19.4% |
| Admin fee / account holder | $7,009 | $5,698+23.0% | $13,880-49.5% | $4,645+50.9% |