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 | $98,132 | $81,248+20.8% | $155,509-36.9% | $80,856+21.4% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 19.33% | 33.31%-14.0pp | 64.67%-45.3pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,528 | $3,100-18.5% | $4,672-45.9% | $2,755-8.2% |
| Participant deferral / active EE | $6,087 | $3,452+76.4% | $5,626+8.2% | $4,296+41.7% |
| Admin fee / account holder | $1,074 | $7,997-86.6% | $15,912-93.3% | $6,918-84.5% |