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 | $82,662 | $94,625-12.6% | $116,228-28.9% | $84,808-2.5% |
| Participation rate | 46.9% | 70.4%-23.5pp | 74.6%-27.6pp | 68.3%-21.4pp |
| Annual return | 15.30% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,639 | $2,347-30.2% | $2,994-45.3% | $2,631-37.7% |
| Participant deferral / active EE | $2,731 | $3,972-31.2% | $4,953-44.9% | $4,212-35.2% |
| Admin fee / account holder | $8,408 | $10,091-16.7% | $11,989-29.9% | $7,344+14.5% |