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 | $84,298 | $81,460+3.5% | $103,333-18.4% | $80,856+4.3% |
| Participation rate | 67.5% | 66.8%+0.7pp | 74.5%-7.0pp | 67.6%-0.1pp |
| Annual return | 13.95% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,287 | $3,105-58.6% | $3,868-66.7% | $2,755-53.3% |
| Participant deferral / active EE | $3,801 | $3,869-1.8% | $5,057-24.8% | $4,296-11.5% |
| Admin fee / account holder | $11,028 | $6,566+67.9% | $8,355+32.0% | $6,918+59.4% |