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 | $83,200 | $68,547+21.4% | $120,354-30.9% | $80,856+2.9% |
| Participation rate | 55.4% | 61.6%-6.2pp | 71.9%-16.5pp | 67.6%-12.3pp |
| Annual return | 18.00% | 23.60%-5.6pp | 107.15%-89.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,061 | $2,051-48.3% | $3,463-69.4% | $2,755-61.5% |
| Participant deferral / active EE | $4,632 | $3,173+46.0% | $4,991-7.2% | $4,296+7.8% |
| Admin fee / account holder | $14,428 | $5,732+151.7% | $9,423+53.1% | $6,918+108.6% |