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 | $87,459 | $101,724-14.0% | $164,813-46.9% | $80,856+8.2% |
| Participation rate | 59.4% | 71.8%-12.5pp | 78.6%-19.2pp | 67.6%-8.3pp |
| Annual return | 17.76% | 16.72%+1.0pp | 69.93%-52.2pp | 35.59%-17.8pp |
| Employer contribution / active EE | $982 | $2,953-66.8% | $4,341-77.4% | $2,755-64.4% |
| Participant deferral / active EE | $4,264 | $4,477-4.8% | $6,031-29.3% | $4,296-0.7% |
| Admin fee / account holder | $518 | $8,227-93.7% | $12,690-95.9% | $6,918-92.5% |