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 | $98,095 | $87,870+11.6% | $113,168-13.3% | $74,304+32.0% |
| Participation rate | 45.4% | 70.7%-25.3pp | 76.6%-31.2pp | 60.3%-15.0pp |
| Annual return | 14.48% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,341 | $2,277-41.1% | $2,975-54.9% | $2,241-40.2% |
| Participant deferral / active EE | $3,744 | $4,241-11.7% | $5,107-26.7% | $3,767-0.6% |
| Admin fee / account holder | $10,894 | $3,368+223.4% | $12,068-9.7% | $2,969+266.9% |