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 | $82,364 | $123,793-33.5% | $177,821-53.7% | $79,858+3.1% |
| Participation rate | 69.2% | 84.7%-15.4pp | 87.7%-18.5pp | 69.6%-0.4pp |
| Annual return | 14.08% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,141 | $4,095-47.7% | $5,918-63.8% | $2,471-13.4% |
| Participant deferral / active EE | $5,348 | $5,956-10.2% | $7,714-30.7% | $3,740+43.0% |
| Admin fee / account holder | $4,380 | $7,243-39.5% | $12,427-64.8% | $5,306-17.5% |