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 | $80,099 | $78,672+1.8% | $109,143-26.6% | $85,850-6.7% |
| Participation rate | 63.4% | 68.3%-4.9pp | 75.9%-12.5pp | 69.3%-5.9pp |
| Annual return | 11.41% | 25.09%-13.7pp | 25.75%-14.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,370 | $2,735+59.8% | $3,722+17.4% | $2,565+70.4% |
| Participant deferral / active EE | $3,157 | $3,467-8.9% | $4,653-32.1% | $3,952-20.1% |
| Admin fee / account holder | $3,165 | $5,469-42.1% | $6,752-53.1% | $6,260-49.4% |