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 | $91,775 | $81,233+13.0% | $155,567-41.0% | $80,874+13.5% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 11.28% | 33.33%-22.0pp | 64.74%-53.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,596 | $3,101-48.5% | $4,674-65.8% | $2,756-42.1% |
| Participant deferral / active EE | $3,653 | $3,452+5.8% | $5,628-35.1% | $4,297-15.0% |
| Admin fee / account holder | $4,053 | $7,998-49.3% | $15,916-74.5% | $6,935-41.6% |