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 | $99,513 | $56,054+77.5% | $171,082-41.8% | $62,891+58.2% |
| Participation rate | 64.2% | 62.9%+1.3pp | 76.7%-12.5pp | 69.3%-5.2pp |
| Annual return | 9.75% | 22.52%-12.8pp | 32.56%-22.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,118 | $1,731-35.4% | $4,002-72.1% | $2,281-51.0% |
| Participant deferral / active EE | $2,183 | $3,158-30.9% | $4,797-54.5% | $3,203-31.9% |
| Admin fee / account holder | $802 | $3,647-78.0% | $8,520-90.6% | $4,296-81.3% |