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 3-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 | $86,076 | $109,881-21.7% | $150,045-42.6% | $84,808+1.5% |
| Participation rate | 55.8% | 76.1%-20.3pp | 82.3%-26.5pp | 68.3%-12.5pp |
| Annual return | 17.35% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,237 | $3,561-37.2% | $4,693-52.3% | $2,631-15.0% |
| Participant deferral / active EE | $5,421 | $6,636-18.3% | $7,997-32.2% | $4,212+28.7% |
| Admin fee / account holder | $4,643 | $8,568-45.8% | $13,435-65.4% | $7,344-36.8% |