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 | $81,754 | $80,717+1.3% | $154,803-47.2% | $84,808-3.6% |
| Participation rate | 53.7% | 66.8%-13.1pp | 78.1%-24.3pp | 68.3%-14.6pp |
| Annual return | 15.52% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,351 | $2,761-51.1% | $4,305-68.6% | $2,631-48.6% |
| Participant deferral / active EE | $2,593 | $3,303-21.5% | $5,540-53.2% | $4,212-38.4% |
| Admin fee / account holder | $12,914 | $6,746+91.4% | $14,329-9.9% | $7,344+75.8% |