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 | $93,126 | $101,724-8.5% | $164,813-43.5% | $80,856+15.2% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.6%-14.7pp |
| Annual return | 18.21% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,292 | $2,953-56.3% | $4,341-70.2% | $2,755-53.1% |
| Participant deferral / active EE | $2,771 | $4,477-38.1% | $6,031-54.1% | $4,296-35.5% |
| Admin fee / account holder | $12,094 | $8,227+47.0% | $12,690-4.7% | $6,918+74.8% |