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 6-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 | $86,172 | $77,896+10.6% | $134,172-35.8% | $82,448+4.5% |
| Participation rate | 60.0% | 62.8%-2.8pp | 72.5%-12.5pp | 68.1%-8.1pp |
| Annual return | 21.56% | 18.21%+3.3pp | 25.30%-3.7pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,111 | $2,159-2.2% | $3,420-38.3% | $2,551-17.2% |
| Participant deferral / active EE | $5,796 | $3,162+83.3% | $4,690+23.6% | $4,139+40.0% |
| Admin fee / account holder | $791 | $6,336-87.5% | $12,016-93.4% | $7,234-89.1% |