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 | $88,716 | $48,750+82.0% | $88,946-0.3% | $74,304+19.4% |
| Participation rate | 41.0% | 44.5%-3.5pp | 68.8%-27.8pp | 60.3%-19.3pp |
| Annual return | 16.42% | 25.91%-9.5pp | 57.82%-41.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,184 | $1,255-5.6% | $2,555-53.6% | $2,241-47.2% |
| Participant deferral / active EE | $2,163 | $2,423-10.8% | $4,581-52.8% | $3,767-42.6% |
| Admin fee / account holder | $4,296 | $3,756+14.4% | $8,261-48.0% | $2,969+44.7% |