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 | $89,834 | $61,774+45.4% | $97,226-7.6% | $80,856+11.1% |
| Participation rate | 47.9% | 63.5%-15.6pp | 72.7%-24.7pp | 67.6%-19.7pp |
| Annual return | 16.47% | -557.90%+574.4pp | 75.13%-58.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $440 | $1,837-76.0% | $2,729-83.9% | $2,755-84.0% |
| Participant deferral / active EE | $1,849 | $3,029-39.0% | $4,264-56.6% | $4,296-57.0% |
| Admin fee / account holder | $3,711 | $5,166-28.2% | $5,654-34.4% | $6,918-46.4% |