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 | $88,038 | $91,190-3.5% | $178,490-50.7% | $79,858+10.2% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | 13.99% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,479 | $3,256-54.6% | $5,011-70.5% | $2,471-40.1% |
| Participant deferral / active EE | $3,850 | $3,236+19.0% | $5,202-26.0% | $3,740+2.9% |
| Admin fee / account holder | $1,869 | $6,751-72.3% | $13,984-86.6% | $5,306-64.8% |