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 | $101,256 | $106,749-5.1% | $145,433-30.4% | $82,448+22.8% |
| Participation rate | 54.8% | 75.6%-20.9pp | 82.1%-27.3pp | 68.1%-13.3pp |
| Annual return | 20.52% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,306 | $3,444-33.1% | $4,554-49.4% | $2,551-9.6% |
| Participant deferral / active EE | $4,566 | $6,519-30.0% | $7,897-42.2% | $4,139+10.3% |
| Admin fee / account holder | $917 | $8,390-89.1% | $13,129-93.0% | $7,234-87.3% |