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 | $101,111 | $86,929+16.3% | $102,423-1.3% | $80,856+25.0% |
| Participation rate | 44.8% | 72.4%-27.5pp | 76.5%-31.7pp | 67.6%-22.8pp |
| Annual return | 12.51% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,306 | $2,369-44.9% | $3,023-56.8% | $2,755-52.6% |
| Participant deferral / active EE | $2,475 | $4,118-39.9% | $5,053-51.0% | $4,296-42.4% |
| Admin fee / account holder | $933 | $8,049-88.4% | $9,451-90.1% | $6,918-86.5% |