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 | $91,976 | $89,753+2.5% | $107,525-14.5% | $84,808+8.5% |
| Participation rate | 65.2% | 68.1%-2.8pp | 75.1%-9.9pp | 68.3%-3.1pp |
| Annual return | 17.92% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,194 | $3,113-61.7% | $3,754-68.2% | $2,631-54.6% |
| Participant deferral / active EE | $4,762 | $4,056+17.4% | $5,116-6.9% | $4,212+13.1% |
| Admin fee / account holder | $2,551 | $7,222-64.7% | $8,919-71.4% | $7,344-65.3% |