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 | $96,960 | $81,248+19.3% | $155,509-37.6% | $80,856+19.9% |
| Participation rate | 34.5% | 66.2%-31.7pp | 78.2%-43.7pp | 67.6%-33.1pp |
| Annual return | 17.82% | 33.31%-15.5pp | 64.67%-46.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,794 | $3,100-42.1% | $4,672-61.6% | $2,755-34.9% |
| Participant deferral / active EE | $3,451 | $3,4520% | $5,626-38.7% | $4,296-19.7% |
| Admin fee / account holder | $9,779 | $7,997+22.3% | $15,912-38.5% | $6,918+41.4% |