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 | $76,167 | $61,774+23.3% | $97,226-21.7% | $80,856-5.8% |
| Participation rate | 43.6% | 63.5%-19.9pp | 72.7%-29.1pp | 67.6%-24.0pp |
| Annual return | 11.02% | -557.90%+568.9pp | 75.13%-64.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $932 | $1,837-49.3% | $2,729-65.8% | $2,755-66.2% |
| Participant deferral / active EE | $2,290 | $3,029-24.4% | $4,264-46.3% | $4,296-46.7% |
| Admin fee / account holder | $3,425 | $5,166-33.7% | $5,654-39.4% | $6,918-50.5% |