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 | $81,489 | $57,541+41.6% | $95,745-14.9% | $75,163+8.4% |
| Participation rate | 42.2% | 62.5%-20.3pp | 72.3%-30.0pp | 67.2%-25.0pp |
| Annual return | 17.33% | 34.93%-17.6pp | 28.35%-11.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,114 | $1,808-38.4% | $2,835-60.7% | $2,670-58.3% |
| Participant deferral / active EE | $2,413 | $3,074-21.5% | $4,245-43.2% | $4,125-41.5% |
| Admin fee / account holder | $2,762 | $4,099-32.6% | $5,678-51.4% | $5,651-51.1% |