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 | $89,724 | $70,428+27.4% | $96,562-7.1% | $85,850+4.5% |
| Participation rate | 63.8% | 61.8%+2.0pp | 69.8%-6.0pp | 69.3%-5.5pp |
| Annual return | 14.28% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $978 | $1,413-30.8% | $2,356-58.5% | $2,565-61.9% |
| Participant deferral / active EE | $3,010 | $2,894+4.0% | $3,849-21.8% | $3,952-23.8% |
| Admin fee / account holder | $13,218 | $4,997+164.5% | $6,181+113.9% | $6,260+111.2% |