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 | $77,947 | $109,359-28.7% | $162,163-51.9% | $72,985+6.8% |
| Participation rate | 61.8% | 84.3%-22.5pp | 87.6%-25.8pp | 69.5%-7.7pp |
| Annual return | 18.02% | 25.46%-7.4pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,847 | $3,907-52.7% | $5,614-67.1% | $2,440-24.3% |
| Participant deferral / active EE | $3,294 | $5,481-39.9% | $7,298-54.9% | $3,607-8.7% |
| Admin fee / account holder | $11,286 | $7,972+41.6% | $10,843+4.1% | $5,124+120.2% |