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 | $85,657 | $94,625-9.5% | $116,228-26.3% | $84,808+1.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 12.36% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,545 | $2,347-34.2% | $2,994-48.4% | $2,631-41.3% |
| Participant deferral / active EE | $5,175 | $3,972+30.3% | $4,953+4.5% | $4,212+22.9% |
| Admin fee / account holder | $2,402 | $10,091-76.2% | $11,989-80.0% | $7,344-67.3% |