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 | $99,231 | $100,326-1.1% | $180,183-44.9% | $84,808+17.0% |
| Participation rate | 44.1% | 71.0%-26.9pp | 77.4%-33.4pp | 68.3%-24.2pp |
| Annual return | 20.39% | 17.86%+2.5pp | 27.86%-7.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,231 | $3,269-31.7% | $5,039-55.7% | $2,631-15.2% |
| Participant deferral / active EE | $4,144 | $5,066-18.2% | $6,822-39.3% | $4,212-1.6% |
| Admin fee / account holder | $991 | $9,674-89.8% | $19,975-95.0% | $7,344-86.5% |