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 | $77,065 | $89,355-13.8% | $141,162-45.4% | $72,985+5.6% |
| Participation rate | 57.5% | 75.1%-17.6pp | 82.5%-24.9pp | 69.5%-12.0pp |
| Annual return | 21.73% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,763 | $3,114-11.3% | $4,735-41.7% | $2,440+13.2% |
| Participant deferral / active EE | $10,520 | $5,418+94.2% | $6,709+56.8% | $3,607+191.6% |
| Admin fee / account holder | $18,344 | $5,958+207.9% | $10,261+78.8% | $5,124+258.0% |