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 | $88,930 | $105,181-15.5% | $159,436-44.2% | $85,850+3.6% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.8%-24.9pp | 69.3%-11.4pp |
| Annual return | 15.15% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,061 | $3,318-37.9% | $4,829-57.3% | $2,565-19.7% |
| Participant deferral / active EE | $3,786 | $5,945-36.3% | $7,352-48.5% | $3,952-4.2% |
| Admin fee / account holder | $2,819 | $6,933-59.3% | $10,799-73.9% | $6,260-55.0% |