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 | $91,660 | $100,326-8.6% | $180,183-49.1% | $84,808+8.1% |
| Participation rate | 51.8% | 71.0%-19.2pp | 77.4%-25.6pp | 68.3%-16.5pp |
| Annual return | 21.61% | 17.86%+3.8pp | 27.86%-6.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,837 | $3,269-43.8% | $5,039-63.5% | $2,631-30.2% |
| Participant deferral / active EE | $3,418 | $5,066-32.5% | $6,822-49.9% | $4,212-18.8% |
| Admin fee / account holder | $15,843 | $9,674+63.8% | $19,975-20.7% | $7,344+115.7% |