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 | $87,242 | $81,446+7.1% | $103,374-15.6% | $80,874+7.9% |
| Participation rate | 38.7% | 66.9%-28.1pp | 74.5%-35.8pp | 67.6%-28.9pp |
| Annual return | 10.45% | 25.57%-15.1pp | 24.89%-14.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $1,351 | $3,107-56.5% | $3,869-65.1% | $2,756-51.0% |
| Participant deferral / active EE | $4,177 | $3,870+7.9% | $5,058-17.4% | $4,297-2.8% |
| Admin fee / account holder | $1,156 | $6,715-82.8% | $8,394-86.2% | $6,935-83.3% |