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 | $82,922 | $87,841-5.6% | $133,980-38.1% | $62,891+31.9% |
| Participation rate | 63.3% | 83.4%-20.0pp | 87.1%-23.7pp | 69.3%-6.0pp |
| Annual return | 8.00% | 12.05%-4.0pp | 29.30%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,039 | $3,483-12.7% | $5,211-41.7% | $2,281+33.2% |
| Participant deferral / active EE | $7,940 | $4,812+65.0% | $6,282+26.4% | $3,203+147.9% |
| Admin fee / account holder | $3,035 | $5,371-43.5% | $9,324-67.5% | $4,296-29.3% |