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 | $92,067 | $77,164+19.3% | $178,014-48.3% | $80,874+13.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.6%-27.6pp |
| Annual return | 20.70% | 18.09%+2.6pp | 294.80%-274.1pp | 35.62%-14.9pp |
| Employer contribution / active EE | $1,224 | $2,288-46.5% | $3,950-69.0% | $2,756-55.6% |
| Participant deferral / active EE | $2,366 | $4,408-46.3% | $6,276-62.3% | $4,297-44.9% |
| Admin fee / account holder | $1,814 | $7,164-74.7% | $10,362-82.5% | $6,935-73.8% |