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 | $91,267 | $71,050+28.5% | $93,606-2.5% | $80,856+12.9% |
| Participation rate | 45.6% | 60.4%-14.8pp | 68.7%-23.2pp | 67.6%-22.1pp |
| Annual return | 13.59% | 11.26%+2.3pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $511 | $1,564-67.3% | $2,420-78.9% | $2,755-81.5% |
| Participant deferral / active EE | $3,280 | $4,034-18.7% | $4,411-25.6% | $4,296-23.6% |
| Admin fee / account holder | $4,335 | $6,945-37.6% | $8,285-47.7% | $6,918-37.3% |