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 | $78,463 | $80,968-3.1% | $96,544-18.7% | $75,163+4.4% |
| Participation rate | 42.9% | 71.8%-28.9pp | 76.0%-33.1pp | 67.2%-24.3pp |
| Annual return | 13.72% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,558 | $2,282+56.0% | $2,965+20.0% | $2,670+33.3% |
| Participant deferral / active EE | $3,561 | $3,928-9.3% | $4,851-26.6% | $4,125-13.7% |
| Admin fee / account holder | $9,303 | $6,724+38.4% | $8,252+12.7% | $5,651+64.6% |