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 | $99,674 | $109,881-9.3% | $150,045-33.6% | $84,808+17.5% |
| Participation rate | 56.3% | 76.1%-19.8pp | 82.3%-26.1pp | 68.3%-12.1pp |
| Annual return | 14.33% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,150 | $3,561-67.7% | $4,693-75.5% | $2,631-56.3% |
| Participant deferral / active EE | $2,707 | $6,636-59.2% | $7,997-66.2% | $4,212-35.7% |
| Admin fee / account holder | $2,118 | $8,568-75.3% | $13,435-84.2% | $7,344-71.2% |