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 | $109,881-13.3% | $150,045-36.5% | $84,808+12.3% |
| Participation rate | 48.5% | 76.1%-27.6pp | 82.3%-33.8pp | 68.3%-19.8pp |
| Annual return | 14.32% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,281 | $3,561-35.9% | $4,693-51.4% | $2,631-13.3% |
| Participant deferral / active EE | $6,297 | $6,636-5.1% | $7,997-21.3% | $4,212+49.5% |
| Admin fee / account holder | $12,582 | $8,568+46.8% | $13,435-6.3% | $7,344+71.3% |