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 | $99,628 | $96,484+3.3% | $156,263-36.2% | $74,304+34.1% |
| Participation rate | 49.5% | 67.7%-18.2pp | 78.9%-29.4pp | 60.3%-10.8pp |
| Annual return | 15.64% | 17.73%-2.1pp | 59.47%-43.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,658 | $2,528-34.4% | $4,333-61.7% | $2,241-26.0% |
| Participant deferral / active EE | $3,141 | $4,286-26.7% | $6,158-49.0% | $3,767-16.6% |
| Admin fee / account holder | $3,259 | $3,728-12.6% | $14,255-77.1% | $2,969+9.8% |