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 | $90,098 | $62,573+44.0% | $85,682+5.2% | $85,850+4.9% |
| Participation rate | 48.4% | 61.1%-12.8pp | 69.9%-21.5pp | 69.3%-20.9pp |
| Annual return | 17.10% | 23.77%-6.7pp | 21.49%-4.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $718 | $1,757-59.1% | $2,618-72.6% | $2,565-72.0% |
| Participant deferral / active EE | $2,982 | $2,802+6.4% | $3,923-24.0% | $3,952-24.6% |
| Admin fee / account holder | $7,386 | $4,640+59.2% | $6,873+7.5% | $6,260+18.0% |