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 | $84,853 | $109,413-22.4% | $156,263-45.7% | $84,808+0.1% |
| Participation rate | 65.8% | 72.7%-6.9pp | 78.9%-13.1pp | 68.3%-2.5pp |
| Annual return | 16.91% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,041 | $2,907-29.8% | $4,333-52.9% | $2,631-22.4% |
| Participant deferral / active EE | $5,388 | $4,590+17.4% | $6,158-12.5% | $4,212+27.9% |
| Admin fee / account holder | $1,496 | $9,357-84.0% | $14,255-89.5% | $7,344-79.6% |