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 | $83,931 | $76,407+9.8% | $150,298-44.2% | $82,448+1.8% |
| Participation rate | 54.3% | 66.4%-12.1pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 19.53% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,199 | $2,614-54.1% | $4,154-71.1% | $2,551-53.0% |
| Participant deferral / active EE | $2,408 | $3,214-25.1% | $5,453-55.8% | $4,139-41.8% |
| Admin fee / account holder | $302 | $6,352-95.2% | $14,116-97.9% | $7,234-95.8% |