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 | $69,102 | $87,841-21.3% | $133,980-48.4% | $62,891+9.9% |
| Participation rate | 56.3% | 83.4%-27.1pp | 87.1%-30.8pp | 69.3%-13.1pp |
| Annual return | 5.74% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,241 | $3,483-64.4% | $5,211-76.2% | $2,281-45.6% |
| Participant deferral / active EE | $2,768 | $4,812-42.5% | $6,282-55.9% | $3,203-13.6% |
| Admin fee / account holder | $2,287 | $5,371-57.4% | $9,324-75.5% | $4,296-46.8% |