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 | $86,893 | $78,926+10.1% | $136,749-36.5% | $84,808+2.5% |
| Participation rate | 62.8% | 62.2%+0.6pp | 72.1%-9.3pp | 68.3%-5.5pp |
| Annual return | 15.96% | 18.17%-2.2pp | 24.33%-8.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,897 | $2,134-11.1% | $3,400-44.2% | $2,631-27.9% |
| Participant deferral / active EE | $2,573 | $3,168-18.8% | $4,692-45.2% | $4,212-38.9% |
| Admin fee / account holder | $1,405 | $6,369-77.9% | $11,386-87.7% | $7,344-80.9% |