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 | $84,733 | $78,422+8.0% | $95,952-11.7% | $79,858+6.1% |
| Participation rate | 57.4% | 73.5%-16.1pp | 77.1%-19.7pp | 69.6%-12.2pp |
| Annual return | 23.01% | 19.37%+3.6pp | 91.61%-68.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,467 | $1,945-24.6% | $2,541-42.3% | $2,471-40.6% |
| Participant deferral / active EE | $2,386 | $3,440-30.6% | $4,167-42.7% | $3,740-36.2% |
| Admin fee / account holder | $755 | $5,622-86.6% | $6,795-88.9% | $5,306-85.8% |