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 | $86,044 | $76,552+12.4% | $123,892-30.5% | $62,891+36.8% |
| Participation rate | 33.3% | 73.0%-39.6pp | 81.4%-48.1pp | 69.3%-36.0pp |
| Annual return | 9.01% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,093 | $2,883-62.1% | $4,617-76.3% | $2,281-52.1% |
| Participant deferral / active EE | $2,103 | $4,840-56.6% | $5,984-64.9% | $3,203-34.4% |
| Admin fee / account holder | $3,086 | $4,826-36.1% | $8,357-63.1% | $4,296-28.2% |