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 | $71,698 | $85,766-16.4% | $136,294-47.4% | $70,131+2.2% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 18.79% | 31.45%-12.7pp | 5155.94%-5137.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,143 | $2,966-61.4% | $4,695-75.6% | $2,342-51.2% |
| Participant deferral / active EE | $3,774 | $5,051-25.3% | $6,247-39.6% | $3,332+13.3% |
| Admin fee / account holder | $12,009 | $5,420+121.5% | $9,243+29.9% | $4,645+158.5% |