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 7-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 | $99,627 | $87,013+14.5% | $106,213-6.2% | $80,856+23.2% |
| Participation rate | 30.9% | 70.4%-39.5pp | 75.3%-44.4pp | 67.6%-36.7pp |
| Annual return | 17.54% | 17.05%+0.5pp | 116.14%-98.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,185 | $2,395-8.8% | $3,171-31.1% | $2,755-20.7% |
| Participant deferral / active EE | $2,531 | $3,986-36.5% | $5,016-49.5% | $4,296-41.1% |
| Admin fee / account holder | $6,059 | $8,431-28.1% | $11,033-45.1% | $6,918-12.4% |