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 | $81,832 | $81,474+0.4% | $133,956-38.9% | $73,488+11.4% |
| Participation rate | 60.0% | 76.4%-16.4pp | 79.8%-19.8pp | 70.7%-10.7pp |
| Annual return | 22.28% | 19.40%+2.9pp | 45.09%-22.8pp | 28.51%-6.2pp |
| Employer contribution / active EE | $1,751 | $2,209-20.7% | $3,919-55.3% | $2,270-22.9% |
| Participant deferral / active EE | $3,128 | $3,786-17.4% | $5,048-38.0% | $3,740-16.4% |
| Admin fee / account holder | $2,201 | $713+208.6% | $8,927-75.3% | $513+328.9% |