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 | $99,216 | $99,985-0.8% | $146,665-32.4% | $85,850+15.6% |
| Participation rate | 59.4% | 73.1%-13.7pp | 80.1%-20.7pp | 69.3%-9.9pp |
| Annual return | 16.47% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $666 | $2,559-74.0% | $4,136-83.9% | $2,565-74.0% |
| Participant deferral / active EE | $3,106 | $4,006-22.4% | $5,506-43.6% | $3,952-21.4% |
| Admin fee / account holder | $3,767 | $7,702-51.1% | $10,280-63.4% | $6,260-39.8% |