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 | $98,604 | $81,248+21.4% | $155,509-36.6% | $80,856+21.9% |
| Participation rate | 55.9% | 66.2%-10.3pp | 78.2%-22.3pp | 67.6%-11.8pp |
| Annual return | 13.40% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,900 | $3,100-38.7% | $4,672-59.3% | $2,755-31.0% |
| Participant deferral / active EE | $3,724 | $3,452+7.9% | $5,626-33.8% | $4,296-13.3% |
| Admin fee / account holder | $4,474 | $7,997-44.1% | $15,912-71.9% | $6,918-35.3% |