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 | $77,792 | $67,606+15.1% | $82,313-5.5% | $70,131+10.9% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.4pp |
| Annual return | 14.40% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,017 | $1,755-42.1% | $2,428-58.1% | $2,342-56.6% |
| Participant deferral / active EE | $2,703 | $2,987-9.5% | $3,706-27.1% | $3,332-18.9% |
| Admin fee / account holder | $6,101 | $4,512+35.2% | $5,608+8.8% | $4,645+31.3% |