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 | $90,261 | $77,899+15.9% | $149,673-39.7% | $75,163+20.1% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.2pp | 67.2%-1.7pp |
| Annual return | 13.58% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,026 | $3,137-35.4% | $4,818-57.9% | $2,670-24.1% |
| Participant deferral / active EE | $3,617 | $3,411+6.0% | $5,680-36.3% | $4,125-12.3% |
| Admin fee / account holder | $1,235 | $5,956-79.3% | $13,210-90.7% | $5,651-78.1% |