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 | $68,510 | $67,606+1.3% | $82,313-16.8% | $70,131-2.3% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.9%-25.7pp | 69.5%-18.4pp |
| Annual return | 17.97% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $700 | $1,755-60.1% | $2,428-71.2% | $2,342-70.1% |
| Participant deferral / active EE | $2,346 | $2,987-21.5% | $3,706-36.7% | $3,332-29.6% |
| Admin fee / account holder | $13,683 | $4,512+203.3% | $5,608+144.0% | $4,645+194.6% |