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 | $96,515 | $81,460+18.5% | $103,333-6.6% | $80,856+19.4% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 12.60% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,288 | $3,105-58.5% | $3,868-66.7% | $2,755-53.2% |
| Participant deferral / active EE | $4,033 | $3,869+4.2% | $5,057-20.3% | $4,296-6.1% |
| Admin fee / account holder | $942 | $6,566-85.7% | $8,355-88.7% | $6,918-86.4% |