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 | $80,159 | $80,968-1.0% | $96,544-17.0% | $75,163+6.6% |
| Participation rate | 44.4% | 71.8%-27.3pp | 76.0%-31.5pp | 67.2%-22.7pp |
| Annual return | 21.20% | 27.06%-5.9pp | 25.84%-4.6pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,403 | $2,282-38.5% | $2,965-52.7% | $2,670-47.4% |
| Participant deferral / active EE | $2,162 | $3,928-45.0% | $4,851-55.4% | $4,125-47.6% |
| Admin fee / account holder | $2,120 | $6,724-68.5% | $8,252-74.3% | $5,651-62.5% |