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 | $79,511 | $78,705+1.0% | $117,854-32.5% | $70,131+13.4% |
| Participation rate | 44.0% | 73.2%-29.2pp | 79.7%-35.7pp | 69.5%-25.5pp |
| Annual return | 21.62% | 23.30%-1.7pp | 335.08%-313.5pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,462 | $2,223+10.7% | $3,786-35.0% | $2,342+5.1% |
| Participant deferral / active EE | $2,660 | $3,297-19.3% | $4,482-40.7% | $3,332-20.2% |
| Admin fee / account holder | $7,109 | $5,065+40.3% | $8,020-11.4% | $4,645+53.0% |