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 | $79,507 | $78,422+1.4% | $95,952-17.1% | $79,858-0.4% |
| Participation rate | 60.8% | 73.5%-12.7pp | 77.1%-16.3pp | 69.6%-8.8pp |
| Annual return | 15.18% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,007 | $1,945+3.2% | $2,541-21.0% | $2,471-18.8% |
| Participant deferral / active EE | $4,231 | $3,440+23.0% | $4,167+1.5% | $3,740+13.1% |
| Admin fee / account holder | $19,951 | $5,622+254.9% | $6,795+193.6% | $5,306+276.0% |