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 | $91,964 | $100,923-8.9% | $150,045-38.7% | $74,304+23.8% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.3%-24.7pp | 60.3%-2.7pp |
| Annual return | 15.95% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,844 | $3,463-46.7% | $4,693-60.7% | $2,241-17.7% |
| Participant deferral / active EE | $3,498 | $6,709-47.9% | $7,997-56.3% | $3,767-7.1% |
| Admin fee / account holder | $8,632 | $2,767+212.0% | $13,435-35.7% | $2,969+190.8% |