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 | $93,543 | $77,634+20.5% | $156,549-40.2% | $62,891+48.7% |
| Participation rate | 64.1% | 71.2%-7.1pp | 84.0%-20.0pp | 69.3%-5.2pp |
| Annual return | 6.78% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,360 | $3,444-60.5% | $5,501-75.3% | $2,281-40.4% |
| Participant deferral / active EE | $3,595 | $3,045+18.0% | $4,871-26.2% | $3,203+12.2% |
| Admin fee / account holder | $4,210 | $5,561-24.3% | $13,027-67.7% | $4,296-2.0% |