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 | $77,990 | $92,222-15.4% | $76,768+1.6% | $135,375-42.4% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | 15.20% | 5.46%+9.7pp | 2.43%+12.8pp | 519.73%-504.5pp |
| Employer contribution / active EE | $1,143 | $3,216-64.5% | $2,485-54.0% | $4,779-76.1% |
| Participant deferral / active EE | $2,508 | $4,509-44.4% | $3,852-34.9% | $5,609-55.3% |
| Admin fee / account holder | $414 | $10,748-96.1% | $6,675-93.8% | $10,827-96.2% |