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 | $82,303 | $63,703+29.2% | $93,063-11.6% | $82,448-0.2% |
| Participation rate | 53.7% | 63.8%-10.2pp | 72.1%-18.5pp | 68.1%-14.4pp |
| Annual return | 15.00% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,605 | $1,729-7.2% | $2,476-35.2% | $2,551-37.1% |
| Participant deferral / active EE | $3,925 | $2,919+34.5% | $3,958-0.8% | $4,139-5.2% |
| Admin fee / account holder | $1,343 | $5,982-77.6% | $6,033-77.7% | $7,234-81.4% |