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 | $89,965 | $81,248+10.7% | $155,509-42.1% | $80,856+11.3% |
| Participation rate | 49.5% | 66.2%-16.8pp | 78.2%-28.7pp | 67.6%-18.2pp |
| Annual return | 15.10% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,421 | $3,100-21.9% | $4,672-48.2% | $2,755-12.1% |
| Participant deferral / active EE | $3,988 | $3,452+15.5% | $5,626-29.1% | $4,296-7.2% |
| Admin fee / account holder | $3,697 | $7,997-53.8% | $15,912-76.8% | $6,918-46.6% |