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 | $84,945 | $91,190-6.8% | $178,490-52.4% | $79,858+6.4% |
| Participation rate | 55.2% | 69.2%-14.0pp | 81.9%-26.8pp | 69.6%-14.5pp |
| Annual return | 17.68% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,604 | $3,256-50.7% | $5,011-68.0% | $2,471-35.1% |
| Participant deferral / active EE | $2,740 | $3,236-15.3% | $5,202-47.3% | $3,740-26.7% |
| Admin fee / account holder | $3,375 | $6,751-50.0% | $13,984-75.9% | $5,306-36.4% |