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 | $87,564 | $73,933+18.4% | $96,683-9.4% | $75,163+16.5% |
| Participation rate | 38.6% | 66.4%-27.9pp | 74.3%-35.8pp | 67.2%-28.6pp |
| Annual return | 15.18% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,022 | $2,928-65.1% | $3,737-72.6% | $2,670-61.7% |
| Participant deferral / active EE | $2,584 | $3,659-29.4% | $4,878-47.0% | $4,125-37.4% |
| Admin fee / account holder | $8,948 | $5,216+71.5% | $6,730+33.0% | $5,651+58.3% |