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 | $99,824 | $80,673+23.7% | $101,326-1.5% | $84,808+17.7% |
| Participation rate | 52.2% | 77.8%-25.6pp | 81.5%-29.3pp | 68.3%-16.1pp |
| Annual return | 16.77% | 38.95%-22.2pp | 36.82%-20.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,658 | $2,698-38.5% | $3,665-54.8% | $2,631-37.0% |
| Participant deferral / active EE | $2,990 | $6,840-56.3% | $7,994-62.6% | $4,212-29.0% |
| Admin fee / account holder | $8,411 | $12,784-34.2% | $11,185-24.8% | $7,344+14.5% |