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 | $95,482 | $77,899+22.6% | $149,673-36.2% | $75,163+27.0% |
| Participation rate | 61.5% | 65.6%-4.0pp | 78.8%-17.2pp | 67.2%-5.7pp |
| Annual return | 17.68% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,331 | $3,137-57.6% | $4,818-72.4% | $2,670-50.1% |
| Participant deferral / active EE | $4,061 | $3,411+19.1% | $5,680-28.5% | $4,125-1.5% |
| Admin fee / account holder | $1,188 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |