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 | $83,000 | $78,422+5.8% | $95,952-13.5% | $79,858+3.9% |
| Participation rate | 65.3% | 73.5%-8.2pp | 77.1%-11.8pp | 69.6%-4.4pp |
| Annual return | 14.15% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,092 | $1,945-43.9% | $2,541-57.0% | $2,471-55.8% |
| Participant deferral / active EE | $2,672 | $3,440-22.3% | $4,167-35.9% | $3,740-28.6% |
| Admin fee / account holder | $4,963 | $5,622-11.7% | $6,795-27.0% | $5,306-6.5% |