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 | $122,279 | $138,347-11.6% | $184,203-33.6% | $80,856+51.2% |
| Participation rate | 48.4% | 83.9%-35.5pp | 86.8%-38.4pp | 67.6%-19.3pp |
| Annual return | 16.73% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,920 | $4,850-60.4% | $6,427-70.1% | $2,755-30.3% |
| Participant deferral / active EE | $5,169 | $7,071-26.9% | $9,131-43.4% | $4,296+20.3% |
| Admin fee / account holder | $6,056 | $10,483-42.2% | $13,901-56.4% | $6,918-12.5% |