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 | $89,693 | $85,202+5.3% | $172,739-48.1% | $72,985+22.9% |
| Participation rate | 63.0% | 70.1%-7.1pp | 82.6%-19.7pp | 69.5%-6.5pp |
| Annual return | 27.41% | 27.32%+0.1pp | 802.84%-775.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,261 | $3,324-32.0% | $5,143-56.0% | $2,440-7.3% |
| Participant deferral / active EE | $5,064 | $3,260+55.3% | $5,198-2.6% | $3,607+40.4% |
| Admin fee / account holder | $2,158 | $5,884-63.3% | $13,954-84.5% | $5,124-57.9% |