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 | $89,219 | $71,050+25.6% | $93,606-4.7% | $80,856+10.3% |
| Participation rate | 43.6% | 60.4%-16.8pp | 68.7%-25.1pp | 67.6%-24.0pp |
| Annual return | 14.54% | 11.26%+3.3pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,299 | $1,564-16.9% | $2,420-46.3% | $2,755-52.8% |
| Participant deferral / active EE | $2,926 | $4,034-27.4% | $4,411-33.7% | $4,296-31.9% |
| Admin fee / account holder | $3,140 | $6,945-54.8% | $8,285-62.1% | $6,918-54.6% |