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 | $88,214 | $109,881-19.7% | $150,045-41.2% | $84,808+4.0% |
| Participation rate | 54.3% | 76.1%-21.8pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,057 | $3,561-14.2% | $4,693-34.9% | $2,631+16.2% |
| Participant deferral / active EE | $8,322 | $6,636+25.4% | $7,997+4.1% | $4,212+97.6% |
| Admin fee / account holder | $8,881 | $8,568+3.6% | $13,435-33.9% | $7,344+20.9% |