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 | $84,339 | $104,251-19.1% | $91,001-7.3% | $147,584-42.9% |
| Participation rate | 46.7% | 78.2%-31.6pp | 75.6%-28.9pp | 82.8%-36.2pp |
| Annual return | 15.84% | 27.06%-11.2pp | 4.60%+11.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,862 | $3,116-40.2% | $2,456-24.2% | $4,876-61.8% |
| Participant deferral / active EE | $5,070 | $4,195+20.9% | $3,547+42.9% | $5,439-6.8% |
| Admin fee / account holder | $7,415 | $8,948-17.1% | $5,417+36.9% | $10,885-31.9% |