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 | $138,653 | $176,377-21.4% | $134,143+3.4% | $158,922-12.8% |
| Participation rate | 52.2% | 78.7%-26.5pp | 72.2%-20.0pp | 82.0%-29.8pp |
| Annual return | 12.51% | 63.63%-51.1pp | 36.33%-23.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $593 | $5,040-88.2% | $3,704-84.0% | $4,761-87.6% |
| Participant deferral / active EE | $1,577 | $4,091-61.5% | $3,499-54.9% | $5,982-73.6% |
| Admin fee / account holder | $8,173 | $8,718-6.2% | $6,684+22.3% | $11,246-27.3% |