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 | $76,662 | $71,050+7.9% | $93,606-18.1% | $80,856-5.2% |
| Participation rate | 65.4% | 60.4%+5.0pp | 68.7%-3.3pp | 67.6%-2.3pp |
| Annual return | 17.85% | 11.26%+6.6pp | 133.20%-115.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,541 | $1,564-1.5% | $2,420-36.3% | $2,755-44.1% |
| Participant deferral / active EE | $2,899 | $4,034-28.1% | $4,411-34.3% | $4,296-32.5% |
| Admin fee / account holder | $19,794 | $6,945+185.0% | $8,285+138.9% | $6,918+186.1% |