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 | $95,268 | $106,749-10.8% | $145,433-34.5% | $82,448+15.5% |
| Participation rate | 48.5% | 75.6%-27.2pp | 82.1%-33.6pp | 68.1%-19.6pp |
| Annual return | 14.32% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,281 | $3,444-33.8% | $4,554-49.9% | $2,551-10.6% |
| Participant deferral / active EE | $6,297 | $6,519-3.4% | $7,897-20.3% | $4,139+52.1% |
| Admin fee / account holder | $12,582 | $8,390+50.0% | $13,129-4.2% | $7,234+73.9% |