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 | $89,483 | $80,968+10.5% | $96,544-7.3% | $75,163+19.1% |
| Participation rate | 63.5% | 71.8%-8.2pp | 76.0%-12.4pp | 67.2%-3.7pp |
| Annual return | 14.93% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,127 | $2,282-50.6% | $2,965-62.0% | $2,670-57.8% |
| Participant deferral / active EE | $2,077 | $3,928-47.1% | $4,851-57.2% | $4,125-49.7% |
| Admin fee / account holder | $16,346 | $6,724+143.1% | $8,252+98.1% | $5,651+189.3% |