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 | $95,166 | $70,428+35.1% | $96,562-1.4% | $85,850+10.9% |
| Participation rate | 61.3% | 61.8%-0.5pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 17.14% | 18.59%-1.5pp | 37.78%-20.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $285 | $1,413-79.8% | $2,356-87.9% | $2,565-88.9% |
| Participant deferral / active EE | $1,915 | $2,894-33.8% | $3,849-50.2% | $3,952-51.5% |
| Admin fee / account holder | $3,303 | $4,997-33.9% | $6,181-46.6% | $6,260-47.2% |