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 | $111,369 | $95,803+16.2% | $113,168-1.6% | $84,808+31.3% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 19.98% | 25.00%-5.0pp | 24.27%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,235 | $2,360-47.7% | $2,975-58.5% | $2,631-53.1% |
| Participant deferral / active EE | $2,344 | $4,242-44.7% | $5,107-54.1% | $4,212-44.4% |
| Admin fee / account holder | $1,913 | $8,989-78.7% | $12,068-84.1% | $7,344-73.9% |