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 | $85,356 | $78,672+8.5% | $109,143-21.8% | $85,850-0.6% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 12.65% | 25.09%-12.4pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,713 | $2,735-37.4% | $3,722-54.0% | $2,565-33.2% |
| Participant deferral / active EE | $6,807 | $3,467+96.3% | $4,653+46.3% | $3,952+72.3% |
| Admin fee / account holder | $1,428 | $5,469-73.9% | $6,752-78.9% | $6,260-77.2% |