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 | $76,124 | $78,705-3.3% | $117,854-35.4% | $70,131+8.5% |
| Participation rate | 67.4% | 73.2%-5.8pp | 79.7%-12.3pp | 69.5%-2.1pp |
| Annual return | 16.29% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,653 | $2,223-25.7% | $3,786-56.3% | $2,342-29.4% |
| Participant deferral / active EE | $4,936 | $3,297+49.7% | $4,482+10.1% | $3,332+48.2% |
| Admin fee / account holder | $1,214 | $5,065-76.0% | $8,020-84.9% | $4,645-73.9% |