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 | $86,146 | $65,365+31.8% | $92,893-7.3% | $72,985+18.0% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | 19.49% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,262 | $2,594-51.4% | $3,653-65.5% | $2,440-48.3% |
| Participant deferral / active EE | $3,689 | $3,128+17.9% | $4,236-12.9% | $3,607+2.3% |
| Admin fee / account holder | $6,084 | $4,251+43.1% | $5,794+5.0% | $5,124+18.7% |