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 | $89,515 | $56,114+59.5% | $96,139-6.9% | $85,850+4.3% |
| Participation rate | 42.5% | 56.7%-14.3pp | 68.4%-26.0pp | 69.3%-26.8pp |
| Annual return | 13.24% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,831 | $1,620+13.1% | $2,797-34.5% | $2,565-28.6% |
| Participant deferral / active EE | $3,332 | $2,859+16.5% | $4,349-23.4% | $3,952-15.7% |
| Admin fee / account holder | $3,210 | $3,768-14.8% | $5,537-42.0% | $6,260-48.7% |