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 | $93,082 | $72,277+28.8% | $101,248-8.1% | $79,858+16.6% |
| Participation rate | 56.8% | 68.5%-11.6pp | 75.8%-19.0pp | 69.6%-12.8pp |
| Annual return | 10.94% | 22.30%-11.4pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,006 | $2,692-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $2,385 | $3,282-27.3% | $4,370-45.4% | $3,740-36.2% |
| Admin fee / account holder | $677 | $4,400-84.6% | $5,945-88.6% | $5,306-87.2% |