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 | $81,402 | $52,279+55.7% | $89,391-8.9% | $79,858+1.9% |
| Participation rate | 52.2% | 57.5%-5.3pp | 68.0%-15.7pp | 69.6%-17.4pp |
| Annual return | 18.18% | 22.16%-4.0pp | 245.62%-227.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,390 | $1,572-11.6% | $2,586-46.2% | $2,471-43.8% |
| Participant deferral / active EE | $6,296 | $2,740+129.8% | $3,890+61.9% | $3,740+68.3% |
| Admin fee / account holder | $5,847 | $3,356+74.2% | $4,881+19.8% | $5,306+10.2% |