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 | $96,292 | $86,286+11.6% | $111,297-13.5% | $85,850+12.2% |
| Participation rate | 62.5% | 73.3%-10.8pp | 77.3%-14.8pp | 69.3%-6.8pp |
| Annual return | 12.42% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $793 | $2,043-61.2% | $2,731-71.0% | $2,565-69.1% |
| Participant deferral / active EE | $2,246 | $3,641-38.3% | $4,487-50.0% | $3,952-43.2% |
| Admin fee / account holder | $45,828 | $8,188+459.7% | $7,964+475.5% | $6,260+632.1% |