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 | $83,064 | $73,933+12.4% | $96,683-14.1% | $75,163+10.5% |
| Participation rate | 45.2% | 66.4%-21.3pp | 74.3%-29.2pp | 67.2%-22.0pp |
| Annual return | 14.28% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,497 | $2,928-48.9% | $3,737-59.9% | $2,670-43.9% |
| Participant deferral / active EE | $3,365 | $3,659-8.0% | $4,878-31.0% | $4,125-18.4% |
| Admin fee / account holder | $16,797 | $5,216+222.0% | $6,730+149.6% | $5,651+197.2% |