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 | $83,828 | $87,870-4.6% | $113,168-25.9% | $74,304+12.8% |
| Participation rate | 61.2% | 70.7%-9.6pp | 76.6%-15.4pp | 60.3%+0.8pp |
| Annual return | 14.34% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,181 | $2,277-48.1% | $2,975-60.3% | $2,241-47.3% |
| Participant deferral / active EE | $4,643 | $4,241+9.5% | $5,107-9.1% | $3,767+23.3% |
| Admin fee / account holder | $12,308 | $3,368+265.4% | $12,068+2.0% | $2,969+314.6% |