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 | $81,951 | $88,581-7.5% | $145,661-43.7% | $74,304+10.3% |
| Participation rate | 45.5% | 64.9%-19.4pp | 77.2%-31.7pp | 60.3%-14.8pp |
| Annual return | 16.00% | 34.30%-18.3pp | 101.46%-85.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,286 | $2,612-50.8% | $4,238-69.7% | $2,241-42.6% |
| Participant deferral / active EE | $2,405 | $4,151-42.1% | $7,198-66.6% | $3,767-36.2% |
| Admin fee / account holder | $3,925 | $2,953+32.9% | $12,466-68.5% | $2,969+32.2% |