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 | $86,079 | $78,422+9.8% | $95,952-10.3% | $79,858+7.8% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 10.45% | 19.37%-8.9pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $827 | $1,945-57.5% | $2,541-67.4% | $2,471-66.5% |
| Participant deferral / active EE | $2,469 | $3,440-28.2% | $4,167-40.8% | $3,740-34.0% |
| Admin fee / account holder | $1,598 | $5,622-71.6% | $6,795-76.5% | $5,306-69.9% |