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 | $80,997 | $84,233-3.8% | $170,442-52.5% | $70,131+15.5% |
| Participation rate | 55.3% | 70.8%-15.6pp | 83.6%-28.3pp | 69.5%-14.3pp |
| Annual return | 23.68% | 23.06%+0.6pp | 205.93%-182.2pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,297 | $3,387-61.7% | $5,433-76.1% | $2,342-44.6% |
| Participant deferral / active EE | $2,428 | $3,086-21.3% | $4,939-50.8% | $3,332-27.1% |
| Admin fee / account holder | $2,101 | $5,698-63.1% | $13,880-84.9% | $4,645-54.8% |