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 | $87,353 | $109,413-20.2% | $156,263-44.1% | $84,808+3.0% |
| Participation rate | 55.4% | 72.7%-17.3pp | 78.9%-23.5pp | 68.3%-12.9pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,031 | $2,907-30.1% | $4,333-53.1% | $2,631-22.8% |
| Participant deferral / active EE | $4,543 | $4,590-1.0% | $6,158-26.2% | $4,212+7.9% |
| Admin fee / account holder | $8,289 | $9,357-11.4% | $14,255-41.9% | $7,344+12.9% |