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 | $103,821 | $87,733+18.3% | $106,548-2.6% | $85,850+20.9% |
| Participation rate | 64.3% | 71.9%-7.6pp | 76.1%-11.8pp | 69.3%-5.0pp |
| Annual return | 26.19% | 21.86%+4.3pp | 26.80%-0.6pp | 318.53%-292.3pp |
| Employer contribution / active EE | $1,269 | $2,073-38.8% | $2,819-55.0% | $2,565-50.5% |
| Participant deferral / active EE | $2,159 | $3,469-37.8% | $4,398-50.9% | $3,952-45.4% |
| Admin fee / account holder | $22,169 | $6,767+227.6% | $7,407+199.3% | $6,260+254.1% |