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 | $85,484 | $81,248+5.2% | $155,509-45.0% | $80,856+5.7% |
| Participation rate | 41.1% | 66.2%-25.2pp | 78.2%-37.1pp | 67.6%-26.6pp |
| Annual return | 14.53% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,876 | $3,100+25.0% | $4,672-17.0% | $2,755+40.7% |
| Participant deferral / active EE | $5,276 | $3,452+52.9% | $5,626-6.2% | $4,296+22.8% |
| Admin fee / account holder | $6,756 | $7,997-15.5% | $15,912-57.5% | $6,918-2.3% |