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 | $97,922 | $81,460+20.2% | $103,333-5.2% | $80,856+21.1% |
| Participation rate | 47.7% | 66.8%-19.2pp | 74.5%-26.8pp | 67.6%-20.0pp |
| Annual return | 17.07% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $8,299 | $3,105+167.3% | $3,868+114.6% | $2,755+201.3% |
| Participant deferral / active EE | $1,753 | $3,869-54.7% | $5,057-65.3% | $4,296-59.2% |
| Admin fee / account holder | $3,878 | $6,566-40.9% | $8,355-53.6% | $6,918-43.9% |