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 | $97,951 | $78,672+24.5% | $109,143-10.3% | $85,850+14.1% |
| Participation rate | 46.7% | 68.3%-21.6pp | 75.9%-29.2pp | 69.3%-22.6pp |
| Annual return | 13.19% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,479 | $2,735-45.9% | $3,722-60.3% | $2,565-42.3% |
| Participant deferral / active EE | $4,318 | $3,467+24.5% | $4,653-7.2% | $3,952+9.3% |
| Admin fee / account holder | $4,007 | $5,469-26.7% | $6,752-40.7% | $6,260-36.0% |