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 | $89,421 | $91,760-2.5% | $156,181-42.7% | $67,986+31.5% |
| Participation rate | 54.1% | 65.0%-11.0pp | 78.8%-24.8pp | 57.2%-3.2pp |
| Annual return | 16.98% | 18.14%-1.2pp | 64.87%-47.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $771 | $2,419-68.1% | $4,294-82.0% | $2,019-61.8% |
| Participant deferral / active EE | $3,883 | $3,960-1.9% | $6,132-36.7% | $3,358+15.6% |
| Admin fee / account holder | $12,668 | $3,949+220.8% | $14,586-13.2% | $3,203+295.5% |