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 | $83,615 | $106,749-21.7% | $145,433-42.5% | $82,448+1.4% |
| Participation rate | 66.0% | 75.6%-9.6pp | 82.1%-16.1pp | 68.1%-2.0pp |
| Annual return | 14.91% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,061 | $3,444-40.2% | $4,554-54.7% | $2,551-19.2% |
| Participant deferral / active EE | $4,655 | $6,519-28.6% | $7,897-41.1% | $4,139+12.5% |
| Admin fee / account holder | $10,264 | $8,390+22.3% | $13,129-21.8% | $7,234+41.9% |