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 | $105,095 | $106,749-1.5% | $145,433-27.7% | $82,448+27.5% |
| Participation rate | 57.8% | 75.6%-17.8pp | 82.1%-24.3pp | 68.1%-10.3pp |
| Annual return | 20.17% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $677 | $3,444-80.4% | $4,554-85.1% | $2,551-73.5% |
| Participant deferral / active EE | $5,420 | $6,519-16.9% | $7,897-31.4% | $4,139+30.9% |
| Admin fee / account holder | $24,815 | $8,390+195.8% | $13,129+89.0% | $7,234+243.0% |