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 | $120,948 | $105,181+15.0% | $159,436-24.1% | $85,850+40.9% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.8%-19.7pp | 69.3%-6.2pp |
| Annual return | 16.74% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $661 | $3,318-80.1% | $4,829-86.3% | $2,565-74.2% |
| Participant deferral / active EE | $4,408 | $5,945-25.8% | $7,352-40.0% | $3,952+11.6% |
| Admin fee / account holder | $2,775 | $6,933-60.0% | $10,799-74.3% | $6,260-55.7% |