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 | $65,908 | $86,944-24.2% | $107,525-38.7% | $74,304-11.3% |
| Participation rate | 60.7% | 59.6%+1.2pp | 75.1%-14.3pp | 60.3%+0.4pp |
| Annual return | 13.43% | 23.52%-10.1pp | 181.32%-167.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $2,084 | $2,757-24.4% | $3,754-44.5% | $2,241-7.0% |
| Participant deferral / active EE | $3,133 | $3,554-11.8% | $5,116-38.7% | $3,767-16.8% |
| Admin fee / account holder | $3,465 | $3,727-7.0% | $8,919-61.1% | $2,969+16.7% |