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 | $82,488 | $86,944-5.1% | $107,525-23.3% | $74,304+11.0% |
| Participation rate | 55.3% | 59.6%-4.2pp | 75.1%-19.8pp | 60.3%-5.0pp |
| Annual return | 17.81% | 23.52%-5.7pp | 181.32%-163.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,341 | $2,757-51.4% | $3,754-64.3% | $2,241-40.2% |
| Participant deferral / active EE | $1,808 | $3,554-49.1% | $5,116-64.7% | $3,767-52.0% |
| Admin fee / account holder | $4,308 | $3,727+15.6% | $8,919-51.7% | $2,969+45.1% |