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 | $93,996 | $81,208+15.7% | $98,907-5.0% | $79,858+17.7% |
| Participation rate | 65.1% | 72.5%-7.4pp | 76.0%-10.9pp | 69.6%-4.5pp |
| Annual return | 16.42% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,683 | $1,960-14.1% | $2,689-37.4% | $2,471-31.9% |
| Participant deferral / active EE | $2,735 | $3,265-16.2% | $4,244-35.6% | $3,740-26.9% |
| Admin fee / account holder | $6,979 | $6,013+16.1% | $6,642+5.1% | $5,306+31.5% |