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 | $74,529 | $85,515-12.8% | $112,040-33.5% | $67,986+9.6% |
| Participation rate | 49.3% | 68.2%-18.9pp | 76.5%-27.2pp | 57.2%-7.9pp |
| Annual return | 12.87% | 29.68%-16.8pp | 24.52%-11.7pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,101 | $2,191-49.7% | $2,954-62.7% | $2,019-45.5% |
| Participant deferral / active EE | $2,267 | $4,014-43.5% | $5,098-55.5% | $3,358-32.5% |
| Admin fee / account holder | $8,840 | $3,774+134.3% | $12,098-26.9% | $3,203+176.0% |