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 | $84,116 | $76,552+9.9% | $123,892-32.1% | $62,891+33.7% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,865 | $2,883-35.3% | $4,617-59.6% | $2,281-18.3% |
| Participant deferral / active EE | $3,928 | $4,840-18.8% | $5,984-34.4% | $3,203+22.6% |
| Admin fee / account holder | $5,799 | $4,826+20.2% | $8,357-30.6% | $4,296+35.0% |