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 | $77,794 | $78,485-0.9% | $106,213-26.8% | $74,495+4.4% |
| Participation rate | 43.7% | 72.8%-29.1pp | 75.3%-31.6pp | 67.2%-23.5pp |
| Annual return | 13.58% | 15.95%-2.4pp | 116.14%-102.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,547 | $2,523-38.7% | $3,171-51.2% | $2,623-41.0% |
| Participant deferral / active EE | $2,764 | $4,322-36.0% | $5,016-44.9% | $4,346-36.4% |
| Admin fee / account holder | $2,894 | $2,232+29.7% | $11,033-73.8% | $1,942+49.1% |