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 | $74,414 | $58,512+27.2% | $84,015-11.4% | $72,985+2.0% |
| Participation rate | 51.9% | 61.2%-9.4pp | 69.0%-17.2pp | 69.5%-17.6pp |
| Annual return | 20.01% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,531 | $1,163+31.6% | $1,983-22.8% | $2,440-37.3% |
| Participant deferral / active EE | $2,659 | $2,394+11.1% | $3,239-17.9% | $3,607-26.3% |
| Admin fee / account holder | $18,239 | $4,569+299.2% | $6,101+199.0% | $5,124+255.9% |