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 | $96,355 | $76,552+25.9% | $123,892-22.2% | $62,891+53.2% |
| Participation rate | 39.2% | 73.0%-33.8pp | 81.4%-42.2pp | 69.3%-30.1pp |
| Annual return | 7.77% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,189 | $2,883-58.7% | $4,617-74.2% | $2,281-47.9% |
| Participant deferral / active EE | $2,632 | $4,840-45.6% | $5,984-56.0% | $3,203-17.8% |
| Admin fee / account holder | $4,772 | $4,826-1.1% | $8,357-42.9% | $4,296+11.1% |