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 | $98,852 | $64,839+52.5% | $95,585+3.4% | $84,808+16.6% |
| Participation rate | 47.5% | 63.8%-16.4pp | 72.1%-24.6pp | 68.3%-20.9pp |
| Annual return | 17.24% | -670.96%+688.2pp | 38.56%-21.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,538 | $1,759-12.6% | $2,527-39.1% | $2,631-41.6% |
| Participant deferral / active EE | $2,971 | $2,965+0.2% | $4,023-26.1% | $4,212-29.5% |
| Admin fee / account holder | $2,831 | $5,964-52.5% | $6,127-53.8% | $7,344-61.5% |