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 | $90,716 | $100,923-10.1% | $150,045-39.5% | $74,304+22.1% |
| Participation rate | 45.3% | 70.1%-24.8pp | 82.3%-37.0pp | 60.3%-15.1pp |
| Annual return | 15.36% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,643 | $3,463-52.6% | $4,693-65.0% | $2,241-26.7% |
| Participant deferral / active EE | $4,206 | $6,709-37.3% | $7,997-47.4% | $3,767+11.6% |
| Admin fee / account holder | $8,472 | $2,767+206.2% | $13,435-36.9% | $2,969+185.4% |