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 | $92,027 | $88,083+4.5% | $164,813-44.2% | $74,495+23.5% |
| Participation rate | 64.7% | 73.0%-8.3pp | 78.6%-13.9pp | 67.2%-2.5pp |
| Annual return | 16.24% | 17.26%-1.0pp | 69.93%-53.7pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,375 | $2,593-47.0% | $4,341-68.3% | $2,623-47.6% |
| Participant deferral / active EE | $5,998 | $4,498+33.3% | $6,031-0.6% | $4,346+38.0% |
| Admin fee / account holder | $1,018 | $2,234-54.4% | $12,690-92.0% | $1,942-47.6% |