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 | $91,165 | $109,881-17.0% | $150,045-39.2% | $84,808+7.5% |
| Participation rate | 57.3% | 76.1%-18.8pp | 82.3%-25.0pp | 68.3%-11.0pp |
| Annual return | 14.45% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,427 | $3,561-59.9% | $4,693-69.6% | $2,631-45.7% |
| Participant deferral / active EE | $2,835 | $6,636-57.3% | $7,997-64.5% | $4,212-32.7% |
| Admin fee / account holder | $27,778 | $8,568+224.2% | $13,435+106.8% | $7,344+278.3% |