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 | $87,344 | $65,041+34.3% | $90,951-4.0% | $79,858+9.4% |
| Participation rate | 32.3% | 61.6%-29.3pp | 69.0%-36.8pp | 69.6%-37.4pp |
| Annual return | 13.97% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,080 | $1,247-13.4% | $2,122-49.1% | $2,471-56.3% |
| Participant deferral / active EE | $2,836 | $2,512+12.9% | $3,373-15.9% | $3,740-24.2% |
| Admin fee / account holder | $6,870 | $4,536+51.5% | $5,959+15.3% | $5,306+29.5% |