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 | $81,160 | $77,634+4.5% | $156,549-48.2% | $62,891+29.0% |
| Participation rate | 41.7% | 71.2%-29.5pp | 84.0%-42.3pp | 69.3%-27.6pp |
| Annual return | 8.59% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,539 | $3,444-55.3% | $5,501-72.0% | $2,281-32.5% |
| Participant deferral / active EE | $3,410 | $3,045+12.0% | $4,871-30.0% | $3,203+6.5% |
| Admin fee / account holder | $5,473 | $5,561-1.6% | $13,027-58.0% | $4,296+27.4% |