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 | $88,455 | $72,277+22.4% | $101,248-12.6% | $79,858+10.8% |
| Participation rate | 46.9% | 68.5%-21.6pp | 75.8%-28.9pp | 69.6%-22.8pp |
| Annual return | 17.78% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,563 | $2,692-41.9% | $3,660-57.3% | $2,471-36.8% |
| Participant deferral / active EE | $3,696 | $3,282+12.6% | $4,370-15.4% | $3,740-1.2% |
| Admin fee / account holder | $981 | $4,400-77.7% | $5,945-83.5% | $5,306-81.5% |