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 | $77,397 | $64,324+20.3% | $118,925-34.9% | $79,858-3.1% |
| Participation rate | 54.3% | 64.9%-10.5pp | 75.4%-21.1pp | 69.6%-15.3pp |
| Annual return | 16.10% | 86.45%-70.3pp | 35.88%-19.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,246 | $1,836+22.3% | $3,263-31.1% | $2,471-9.1% |
| Participant deferral / active EE | $3,718 | $2,824+31.7% | $4,265-12.8% | $3,740-0.6% |
| Admin fee / account holder | $5,333 | $4,040+32.0% | $6,581-19.0% | $5,306+0.5% |