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 | $86,945 | $101,724-14.5% | $164,813-47.2% | $80,856+7.5% |
| Participation rate | 61.4% | 71.8%-10.5pp | 78.6%-17.2pp | 67.6%-6.3pp |
| Annual return | 15.13% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,234 | $2,953-24.4% | $4,341-48.5% | $2,755-18.9% |
| Participant deferral / active EE | $4,816 | $4,477+7.6% | $6,031-20.2% | $4,296+12.1% |
| Admin fee / account holder | $35,516 | $8,227+331.7% | $12,690+179.9% | $6,918+413.4% |