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 | $89,786 | $95,803-6.3% | $113,168-20.7% | $84,808+5.9% |
| Participation rate | 54.3% | 72.9%-18.6pp | 76.6%-22.3pp | 68.3%-14.0pp |
| Annual return | 17.64% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,319 | $2,360-44.1% | $2,975-55.7% | $2,631-49.9% |
| Participant deferral / active EE | $2,844 | $4,242-32.9% | $5,107-44.3% | $4,212-32.5% |
| Admin fee / account holder | $645 | $8,989-92.8% | $12,068-94.7% | $7,344-91.2% |