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 | $85,496 | $81,233+5.2% | $155,567-45.0% | $80,874+5.7% |
| Participation rate | 49.1% | 66.2%-17.2pp | 78.2%-29.1pp | 67.6%-18.6pp |
| Annual return | 11.06% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,358 | $3,101-56.2% | $4,674-70.9% | $2,756-50.7% |
| Participant deferral / active EE | $2,314 | $3,452-33.0% | $5,628-58.9% | $4,297-46.1% |
| Admin fee / account holder | $2,598 | $7,998-67.5% | $15,916-83.7% | $6,935-62.5% |