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 | $91,088 | $102,605-11.2% | $145,661-37.5% | $84,808+7.4% |
| Participation rate | 28.1% | 74.3%-46.2pp | 77.2%-49.1pp | 68.3%-40.2pp |
| Annual return | 14.05% | 26.50%-12.5pp | 101.46%-87.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,030 | $3,325-38.9% | $4,238-52.1% | $2,631-22.8% |
| Participant deferral / active EE | $3,826 | $5,750-33.5% | $7,198-46.8% | $4,212-9.1% |
| Admin fee / account holder | $12,151 | $8,758+38.7% | $12,466-2.5% | $7,344+65.5% |