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 | $85,943 | $87,841-2.2% | $133,980-35.9% | $62,891+36.7% |
| Participation rate | 58.6% | 83.4%-24.8pp | 87.1%-28.4pp | 69.3%-10.7pp |
| Annual return | 10.67% | 12.05%-1.4pp | 29.30%-18.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,304 | $3,483-33.8% | $5,211-55.8% | $2,281+1.0% |
| Participant deferral / active EE | $4,341 | $4,812-9.8% | $6,282-30.9% | $3,203+35.5% |
| Admin fee / account holder | $5,655 | $5,371+5.3% | $9,324-39.4% | $4,296+31.6% |