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 | $78,473 | $65,365+20.1% | $92,893-15.5% | $72,985+7.5% |
| Participation rate | 47.4% | 68.3%-20.9pp | 76.0%-28.6pp | 69.5%-22.1pp |
| Annual return | 26.30% | 42.10%-15.8pp | 109.41%-83.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,491 | $2,594-42.5% | $3,653-59.2% | $2,440-38.9% |
| Participant deferral / active EE | $3,912 | $3,128+25.0% | $4,236-7.7% | $3,607+8.4% |
| Admin fee / account holder | $2,856 | $4,251-32.8% | $5,794-50.7% | $5,124-44.3% |