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 | $116,875-21.5% | $146,762-37.5% | $116,875-21.5% |
| Participation rate | 45.5% | 74.5%-29.1pp | 81.7%-36.2pp | 74.5%-29.1pp |
| Annual return | 12.67% | 16.29%-3.6pp | -2.96%+15.6pp | 16.29%-3.6pp |
| Employer contribution / active EE | $1,234 | $3,288-62.5% | $3,453-64.3% | $3,288-62.5% |
| Participant deferral / active EE | $4,066 | $3,885+4.7% | $3,550+14.5% | $3,885+4.7% |
| Admin fee / account holder | $13,759 | $12,263+12.2% | $14,221-3.2% | $12,263+12.2% |