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 | $93,299 | $95,453-2.3% | $112,040-16.7% | $82,448+13.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 13.79% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,244 | $2,318-46.3% | $2,954-57.9% | $2,551-51.2% |
| Participant deferral / active EE | $2,579 | $4,224-38.9% | $5,098-49.4% | $4,139-37.7% |
| Admin fee / account holder | $4,689 | $9,013-48.0% | $12,098-61.2% | $7,234-35.2% |