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 | $91,520 | $70,428+29.9% | $96,562-5.2% | $85,850+6.6% |
| Participation rate | 42.5% | 61.8%-19.3pp | 69.8%-27.3pp | 69.3%-26.8pp |
| Annual return | 11.61% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $970 | $1,413-31.3% | $2,356-58.8% | $2,565-62.2% |
| Participant deferral / active EE | $3,154 | $2,894+9.0% | $3,849-18.1% | $3,952-20.2% |
| Admin fee / account holder | $1,814 | $4,997-63.7% | $6,181-70.6% | $6,260-71.0% |