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 | $82,596 | $88,360-6.5% | $145,433-43.2% | $67,986+21.5% |
| Participation rate | 49.5% | 65.5%-16.0pp | 82.1%-32.6pp | 57.2%-7.7pp |
| Annual return | 15.84% | 63.15%-47.3pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,965 | $3,054-35.7% | $4,554-56.9% | $2,019-2.7% |
| Participant deferral / active EE | $3,725 | $5,932-37.2% | $7,897-52.8% | $3,358+10.9% |
| Admin fee / account holder | $3,067 | $3,313-7.4% | $13,129-76.6% | $3,203-4.3% |