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 | $84,958 | $89,753-5.3% | $107,525-21.0% | $84,808+0.2% |
| Participation rate | 59.5% | 68.1%-8.6pp | 75.1%-15.6pp | 68.3%-8.9pp |
| Annual return | 14.69% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,438 | $3,113-21.7% | $3,754-35.1% | $2,631-7.3% |
| Participant deferral / active EE | $5,300 | $4,056+30.7% | $5,116+3.6% | $4,212+25.8% |
| Admin fee / account holder | $2,892 | $7,222-60.0% | $8,919-67.6% | $7,344-60.6% |