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 | $71,553 | $65,322+9.5% | $70,449+1.6% | $73,488-2.6% |
| Participation rate | 65.0% | 77.0%-12.0pp | 75.1%-10.1pp | 70.7%-5.7pp |
| Annual return | 18.58% | 15.71%+2.9pp | 109.03%-90.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,026 | $2,460-58.3% | $2,737-62.5% | $2,270-54.8% |
| Participant deferral / active EE | $3,168 | $3,375-6.1% | $3,709-14.6% | $3,740-15.3% |
| Admin fee / account holder | $5,848 | $214+2632.2% | $3,845+52.1% | $513+1039.8% |