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 | $82,854 | $72,012+15.1% | $185,823-55.4% | $79,858+3.8% |
| Participation rate | 51.3% | 65.8%-14.5pp | 78.0%-26.7pp | 69.6%-18.4pp |
| Annual return | 16.49% | 23.12%-6.6pp | 35.95%-19.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,424 | $1,965-27.5% | $4,087-65.2% | $2,471-42.4% |
| Participant deferral / active EE | $2,720 | $3,779-28.0% | $5,632-51.7% | $3,740-27.3% |
| Admin fee / account holder | $795 | $4,513-82.4% | $9,500-91.6% | $5,306-85.0% |