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 | $86,222 | $125,758-31.4% | $169,993-49.3% | $75,163+14.7% |
| Participation rate | 57.1% | 83.6%-26.4pp | 87.0%-29.9pp | 67.2%-10.0pp |
| Annual return | 13.89% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,324 | $4,615-6.3% | $6,785-36.3% | $2,670+62.0% |
| Participant deferral / active EE | $6,025 | $6,837-11.9% | $10,408-42.1% | $4,125+46.0% |
| Admin fee / account holder | $5,936 | $8,173-27.4% | $12,815-53.7% | $5,651+5.0% |