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 | $92,183 | $79,449+16.0% | $189,557-51.4% | $85,850+7.4% |
| Participation rate | 65.1% | 66.0%-0.9pp | 78.4%-13.3pp | 69.3%-4.2pp |
| Annual return | 29.37% | 18.45%+10.9pp | 64.17%-34.8pp | 318.53%-289.2pp |
| Employer contribution / active EE | $1,535 | $2,081-26.2% | $4,412-65.2% | $2,565-40.2% |
| Participant deferral / active EE | $4,065 | $4,051+0.3% | $6,174-34.2% | $3,952+2.9% |
| Admin fee / account holder | $6,104 | $5,377+13.5% | $9,807-37.8% | $6,260-2.5% |