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 | $90,305 | $95,416-5.4% | $185,823-51.4% | $85,850+5.2% |
| Participation rate | 38.9% | 68.8%-29.9pp | 81.7%-42.8pp | 69.3%-30.4pp |
| Annual return | 20.73% | 23.59%-2.9pp | 122.05%-101.3pp | 318.53%-297.8pp |
| Employer contribution / active EE | $2,042 | $3,314-38.4% | $5,167-60.5% | $2,565-20.4% |
| Participant deferral / active EE | $3,193 | $3,423-6.7% | $5,568-42.7% | $3,952-19.2% |
| Admin fee / account holder | $2,026 | $7,213-71.9% | $16,237-87.5% | $6,260-67.6% |