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 | $98,264 | $86,286+13.9% | $111,297-11.7% | $85,850+14.5% |
| Participation rate | 65.5% | 73.3%-7.8pp | 77.3%-11.8pp | 69.3%-3.8pp |
| Annual return | 12.49% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $722 | $2,043-64.7% | $2,731-73.6% | $2,565-71.8% |
| Participant deferral / active EE | $3,183 | $3,641-12.6% | $4,487-29.1% | $3,952-19.5% |
| Admin fee / account holder | $46,225 | $8,188+464.6% | $7,964+480.4% | $6,260+638.4% |