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 | $87,491 | $101,724-14.0% | $164,813-46.9% | $80,856+8.2% |
| Participation rate | 62.7% | 71.8%-9.2pp | 78.6%-15.9pp | 67.6%-5.0pp |
| Annual return | 12.78% | 16.72%-3.9pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,725 | $2,953-41.6% | $4,341-60.3% | $2,755-37.4% |
| Participant deferral / active EE | $4,153 | $4,477-7.3% | $6,031-31.2% | $4,296-3.3% |
| Admin fee / account holder | $18,055 | $8,227+119.4% | $12,690+42.3% | $6,918+161.0% |