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 | $98,408 | $74,927+31.3% | $101,794-3.3% | $84,808+16.0% |
| Participation rate | 55.0% | 61.4%-6.4pp | 69.2%-14.2pp | 68.3%-13.3pp |
| Annual return | 14.46% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,273 | $1,522-16.4% | $2,289-44.4% | $2,631-51.6% |
| Participant deferral / active EE | $4,706 | $3,099+51.8% | $4,084+15.2% | $4,212+11.7% |
| Admin fee / account holder | $1,596 | $6,514-75.5% | $8,777-81.8% | $7,344-78.3% |