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 | $88,352 | $87,841+0.6% | $133,980-34.1% | $62,891+40.5% |
| Participation rate | 62.8% | 83.4%-20.6pp | 87.1%-24.2pp | 69.3%-6.5pp |
| Annual return | 17.46% | 12.05%+5.4pp | 29.30%-11.8pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,568 | $3,483-26.3% | $5,211-50.7% | $2,281+12.6% |
| Participant deferral / active EE | $3,503 | $4,812-27.2% | $6,282-44.2% | $3,203+9.4% |
| Admin fee / account holder | $1,439 | $5,371-73.2% | $9,324-84.6% | $4,296-66.5% |