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 | $91,765 | $116,462-21.2% | $157,143-41.6% | $116,462-21.2% |
| Participation rate | 45.5% | 74.7%-29.2pp | 84.9%-39.4pp | 74.7%-29.2pp |
| Annual return | 12.67% | 15.65%-3.0pp | -5.74%+18.4pp | 15.65%-3.0pp |
| Employer contribution / active EE | $1,234 | $3,231-61.8% | $4,066-69.6% | $3,231-61.8% |
| Participant deferral / active EE | $4,066 | $3,836+6.0% | $3,906+4.1% | $3,836+6.0% |
| Admin fee / account holder | $13,759 | $12,754+7.9% | $15,459-11.0% | $12,754+7.9% |