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 | $88,151 | $102,317-13.8% | $146,958-40.0% | $80,856+9.0% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.2%-13.5pp | 67.6%+1.0pp |
| Annual return | 16.04% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,402 | $3,713-35.3% | $4,933-51.3% | $2,755-12.8% |
| Participant deferral / active EE | $4,415 | $6,644-33.5% | $8,070-45.3% | $4,296+2.8% |
| Admin fee / account holder | $1,169 | $7,941-85.3% | $12,998-91.0% | $6,918-83.1% |