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 | $89,203 | $68,719+29.8% | $91,541-2.6% | $84,808+5.2% |
| Participation rate | 52.2% | 64.5%-12.3pp | 69.8%-17.5pp | 68.3%-16.1pp |
| Annual return | 13.43% | 19.12%-5.7pp | 20.50%-7.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $956 | $1,920-50.2% | $2,505-61.8% | $2,631-63.7% |
| Participant deferral / active EE | $2,073 | $3,136-33.9% | $4,008-48.3% | $4,212-50.8% |
| Admin fee / account holder | $3,509 | $5,786-39.4% | $6,956-49.6% | $7,344-52.2% |