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 5-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 | $76,793 | $95,803-19.8% | $113,168-32.1% | $84,808-9.5% |
| Participation rate | 68.7% | 72.9%-4.2pp | 76.6%-7.9pp | 68.3%+0.3pp |
| Annual return | 14.12% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,336 | $2,360-43.4% | $2,975-55.1% | $2,631-49.2% |
| Participant deferral / active EE | $3,909 | $4,242-7.8% | $5,107-23.4% | $4,212-7.2% |
| Admin fee / account holder | $15,026 | $8,989+67.2% | $12,068+24.5% | $7,344+104.6% |