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 | $99,869 | $69,977+42.7% | $108,579-8.0% | $62,891+58.8% |
| Participation rate | 58.3% | 72.9%-14.6pp | 79.6%-21.2pp | 69.3%-11.0pp |
| Annual return | 6.93% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $885 | $2,135-58.6% | $3,758-76.5% | $2,281-61.2% |
| Participant deferral / active EE | $2,301 | $3,165-27.3% | $4,311-46.6% | $3,203-28.2% |
| Admin fee / account holder | $4,726 | $5,076-6.9% | $7,645-38.2% | $4,296+10.0% |