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 | $98,682 | $108,825-9.3% | $156,181-36.8% | $82,448+19.7% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 16.33% | 20.59%-4.3pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,333 | $2,870-53.6% | $4,294-69.0% | $2,551-47.8% |
| Participant deferral / active EE | $4,011 | $4,577-12.4% | $6,132-34.6% | $4,139-3.1% |
| Admin fee / account holder | $2,971 | $9,341-68.2% | $14,586-79.6% | $7,234-58.9% |