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 | $77,063 | $100,923-23.6% | $150,045-48.6% | $74,304+3.7% |
| Participation rate | 49.1% | 70.1%-20.9pp | 82.3%-33.2pp | 60.3%-11.2pp |
| Annual return | 39.96% | 51.77%-11.8pp | 62.55%-22.6pp | 29.43%+10.5pp |
| Employer contribution / active EE | $1,814 | $3,463-47.6% | $4,693-61.4% | $2,241-19.1% |
| Participant deferral / active EE | $4,113 | $6,709-38.7% | $7,997-48.6% | $3,767+9.2% |
| Admin fee / account holder | $14,273 | $2,767+415.9% | $13,435+6.2% | $2,969+380.8% |