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 | $107,861 | $78,672+37.1% | $109,143-1.2% | $85,850+25.6% |
| Participation rate | 30.4% | 68.3%-37.8pp | 75.9%-45.4pp | 69.3%-38.9pp |
| Annual return | 17.84% | 25.09%-7.2pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,007 | $2,735-63.2% | $3,722-73.0% | $2,565-60.8% |
| Participant deferral / active EE | $2,072 | $3,467-40.2% | $4,653-55.5% | $3,952-47.6% |
| Admin fee / account holder | $4,410 | $5,469-19.4% | $6,752-34.7% | $6,260-29.5% |