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 | $77,921 | $76,407+2.0% | $150,298-48.2% | $82,448-5.5% |
| Participation rate | 58.9% | 66.4%-7.4pp | 77.8%-18.8pp | 68.1%-9.1pp |
| Annual return | 15.36% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,823 | $2,614-30.3% | $4,154-56.1% | $2,551-28.5% |
| Participant deferral / active EE | $3,907 | $3,214+21.6% | $5,453-28.3% | $4,139-5.6% |
| Admin fee / account holder | $6,443 | $6,352+1.4% | $14,116-54.4% | $7,234-10.9% |