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 | $89,968 | $78,672+14.4% | $109,143-17.6% | $85,850+4.8% |
| Participation rate | 47.5% | 68.3%-20.8pp | 75.9%-28.4pp | 69.3%-21.9pp |
| Annual return | 22.72% | 25.09%-2.4pp | 25.75%-3.0pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,629 | $2,735-40.4% | $3,722-56.2% | $2,565-36.5% |
| Participant deferral / active EE | $3,393 | $3,467-2.2% | $4,653-27.1% | $3,952-14.1% |
| Admin fee / account holder | $1,201 | $5,469-78.0% | $6,752-82.2% | $6,260-80.8% |