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 | $88,690 | $91,760-3.3% | $156,181-43.2% | $67,986+30.5% |
| Participation rate | 68.3% | 65.0%+3.2pp | 78.8%-10.6pp | 57.2%+11.0pp |
| Annual return | 16.41% | 18.14%-1.7pp | 64.87%-48.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,010 | $2,419-58.2% | $4,294-76.5% | $2,019-50.0% |
| Participant deferral / active EE | $5,236 | $3,960+32.2% | $6,132-14.6% | $3,358+55.9% |
| Admin fee / account holder | $3,098 | $3,949-21.5% | $14,586-78.8% | $3,203-3.3% |