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 | $82,461 | $78,705+4.8% | $117,854-30.0% | $70,131+17.6% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 15.65% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,544 | $2,223+14.4% | $3,786-32.8% | $2,342+8.6% |
| Participant deferral / active EE | $4,301 | $3,297+30.4% | $4,482-4.0% | $3,332+29.1% |
| Admin fee / account holder | $3,286 | $5,065-35.1% | $8,020-59.0% | $4,645-29.3% |