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 | $81,938 | $91,552-10.5% | $133,956-38.8% | $79,858+2.6% |
| Participation rate | 69.8% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | 11.81% | 61.85%-50.0pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $649 | $2,384-72.8% | $3,919-83.4% | $2,471-73.7% |
| Participant deferral / active EE | $4,311 | $3,733+15.5% | $5,048-14.6% | $3,740+15.3% |
| Admin fee / account holder | $1,268 | $6,321-79.9% | $8,927-85.8% | $5,306-76.1% |