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 | $73,702 | $95,453-22.8% | $112,040-34.2% | $82,448-10.6% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.5%-19.7pp | 68.1%-11.3pp |
| Annual return | 12.59% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,029 | $2,318-55.6% | $2,954-65.2% | $2,551-59.7% |
| Participant deferral / active EE | $4,008 | $4,224-5.1% | $5,098-21.4% | $4,139-3.2% |
| Admin fee / account holder | $15,375 | $9,013+70.6% | $12,098+27.1% | $7,234+112.5% |