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 | $88,234 | $109,881-19.7% | $150,045-41.2% | $84,808+4.0% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.4pp | 68.3%-4.4pp |
| Annual return | 17.28% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,020 | $3,561-71.4% | $4,693-78.3% | $2,631-61.2% |
| Participant deferral / active EE | $5,878 | $6,636-11.4% | $7,997-26.5% | $4,212+39.6% |
| Admin fee / account holder | $5,483 | $8,568-36.0% | $13,435-59.2% | $7,344-25.3% |