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 | $93,070 | $109,413-14.9% | $156,263-40.4% | $84,808+9.7% |
| Participation rate | 67.9% | 72.7%-4.8pp | 78.9%-11.0pp | 68.3%-0.4pp |
| Annual return | 19.24% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,805 | $2,907-37.9% | $4,333-58.3% | $2,631-31.4% |
| Participant deferral / active EE | $3,974 | $4,590-13.4% | $6,158-35.5% | $4,212-5.6% |
| Admin fee / account holder | $11,441 | $9,357+22.3% | $14,255-19.7% | $7,344+55.8% |