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 | $64,839+26.9% | $95,585-13.9% | $84,808-3.0% |
| Participation rate | 53.7% | 63.8%-10.2pp | 72.1%-18.4pp | 68.3%-14.7pp |
| Annual return | 15.00% | -670.96%+686.0pp | 38.56%-23.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,605 | $1,759-8.8% | $2,527-36.5% | $2,631-39.0% |
| Participant deferral / active EE | $3,925 | $2,965+32.4% | $4,023-2.4% | $4,212-6.8% |
| Admin fee / account holder | $1,343 | $5,964-77.5% | $6,127-78.1% | $7,344-81.7% |