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 8-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 | $84,403 | $96,484-12.5% | $156,263-46.0% | $74,304+13.6% |
| Participation rate | 39.3% | 67.7%-28.4pp | 78.9%-39.6pp | 60.3%-21.1pp |
| Annual return | 18.46% | 17.73%+0.7pp | 59.47%-41.0pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,193 | $2,528-13.3% | $4,333-49.4% | $2,241-2.2% |
| Participant deferral / active EE | $3,533 | $4,286-17.6% | $6,158-42.6% | $3,767-6.2% |
| Admin fee / account holder | $2,000 | $3,728-46.3% | $14,255-86.0% | $2,969-32.6% |