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 | $98,056 | $109,359-10.3% | $162,163-39.5% | $72,985+34.4% |
| Participation rate | 48.8% | 84.3%-35.5pp | 87.6%-38.8pp | 69.5%-20.7pp |
| Annual return | 21.88% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,775 | $3,907-54.6% | $5,614-68.4% | $2,440-27.2% |
| Participant deferral / active EE | $2,890 | $5,481-47.3% | $7,298-60.4% | $3,607-19.9% |
| Admin fee / account holder | $2,124 | $7,972-73.4% | $10,843-80.4% | $5,124-58.6% |