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 | $97,319 | $81,248+19.8% | $155,509-37.4% | $80,856+20.4% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 23.29% | 33.31%-10.0pp | 64.67%-41.4pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,973 | $3,100-36.4% | $4,672-57.8% | $2,755-28.4% |
| Participant deferral / active EE | $2,623 | $3,452-24.0% | $5,626-53.4% | $4,296-38.9% |
| Admin fee / account holder | $430 | $7,997-94.6% | $15,912-97.3% | $6,918-93.8% |