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 | $91,914 | $100,923-8.9% | $150,045-38.7% | $74,304+23.7% |
| Participation rate | 28.8% | 70.1%-41.2pp | 82.3%-53.5pp | 60.3%-31.5pp |
| Annual return | 17.61% | 51.77%-34.2pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,226 | $3,463-64.6% | $4,693-73.9% | $2,241-45.3% |
| Participant deferral / active EE | $2,257 | $6,709-66.4% | $7,997-71.8% | $3,767-40.1% |
| Admin fee / account holder | $12,690 | $2,767+358.7% | $13,435-5.5% | $2,969+327.5% |