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 | $93,363 | $81,248+14.9% | $155,509-40.0% | $80,856+15.5% |
| Participation rate | 59.6% | 66.2%-6.7pp | 78.2%-18.6pp | 67.6%-8.1pp |
| Annual return | 13.77% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,762 | $3,100-43.2% | $4,672-62.3% | $2,755-36.1% |
| Participant deferral / active EE | $2,178 | $3,452-36.9% | $5,626-61.3% | $4,296-49.3% |
| Admin fee / account holder | $4,579 | $7,997-42.7% | $15,912-71.2% | $6,918-33.8% |