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 | $93,768 | $89,355+4.9% | $141,162-33.6% | $72,985+28.5% |
| Participation rate | 66.1% | 75.1%-9.0pp | 82.5%-16.4pp | 69.5%-3.4pp |
| Annual return | 21.22% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,217 | $3,114-60.9% | $4,735-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $3,819 | $5,418-29.5% | $6,709-43.1% | $3,607+5.9% |
| Admin fee / account holder | $1,326 | $5,958-77.7% | $10,261-87.1% | $5,124-74.1% |