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 | $96,022 | $100,923-4.9% | $150,045-36.0% | $74,304+29.2% |
| Participation rate | 62.4% | 70.1%-7.7pp | 82.3%-19.9pp | 60.3%+2.1pp |
| Annual return | 19.76% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,975 | $3,463-43.0% | $4,693-57.9% | $2,241-11.9% |
| Participant deferral / active EE | $4,181 | $6,709-37.7% | $7,997-47.7% | $3,767+11.0% |
| Admin fee / account holder | $4,340 | $2,767+56.8% | $13,435-67.7% | $2,969+46.2% |