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 | $80,768 | $91,552-11.8% | $133,956-39.7% | $79,858+1.1% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 13.29% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,013 | $2,384-57.5% | $3,919-74.1% | $2,471-59.0% |
| Participant deferral / active EE | $4,306 | $3,733+15.3% | $5,048-14.7% | $3,740+15.1% |
| Admin fee / account holder | $5,297 | $6,321-16.2% | $8,927-40.7% | $5,306-0.2% |