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 | $87,035 | $78,422+11.0% | $95,952-9.3% | $79,858+9.0% |
| Participation rate | 55.2% | 73.5%-18.3pp | 77.1%-21.9pp | 69.6%-14.5pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,512 | $1,945-22.3% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $2,095 | $3,440-39.1% | $4,167-49.7% | $3,740-44.0% |
| Admin fee / account holder | $1,347 | $5,622-76.0% | $6,795-80.2% | $5,306-74.6% |