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 | $96,577 | $81,460+18.6% | $103,333-6.5% | $80,856+19.4% |
| Participation rate | 31.9% | 66.8%-34.9pp | 74.5%-42.6pp | 67.6%-35.7pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $836 | $3,105-73.1% | $3,868-78.4% | $2,755-69.7% |
| Participant deferral / active EE | $2,059 | $3,869-46.8% | $5,057-59.3% | $4,296-52.1% |
| Admin fee / account holder | $1,310 | $6,566-80.1% | $8,355-84.3% | $6,918-81.1% |