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 | $94,274 | $79,944+17.9% | $98,439-4.2% | $75,163+25.4% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 26.76% | 19.75%+7.0pp | 21.16%+5.6pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,871 | $2,264-17.3% | $3,048-38.6% | $2,670-29.9% |
| Participant deferral / active EE | $3,347 | $3,752-10.8% | $4,738-29.4% | $4,125-18.9% |
| Admin fee / account holder | $569 | $6,840-91.7% | $8,948-93.6% | $5,651-89.9% |