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 | $109,274 | $86,922+25.7% | $102,438+6.7% | $80,874+35.1% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 12.03% | 18.90%-6.9pp | 29.37%-17.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,177 | $2,369-50.3% | $3,024-61.1% | $2,756-57.3% |
| Participant deferral / active EE | $2,577 | $4,119-37.4% | $5,054-49.0% | $4,297-40.0% |
| Admin fee / account holder | $4,533 | $8,050-43.7% | $9,448-52.0% | $6,935-34.6% |