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 | $93,132 | $86,944+7.1% | $107,525-13.4% | $74,304+25.3% |
| Participation rate | 35.0% | 59.6%-24.6pp | 75.1%-40.1pp | 60.3%-25.4pp |
| Annual return | 18.05% | 23.52%-5.5pp | 181.32%-163.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,164 | $2,757-57.8% | $3,754-69.0% | $2,241-48.1% |
| Participant deferral / active EE | $2,443 | $3,554-31.3% | $5,116-52.2% | $3,767-35.2% |
| Admin fee / account holder | $6,163 | $3,727+65.4% | $8,919-30.9% | $2,969+107.6% |