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 | $83,941 | $81,248+3.3% | $155,509-46.0% | $80,856+3.8% |
| Participation rate | 52.9% | 66.2%-13.4pp | 78.2%-25.3pp | 67.6%-14.8pp |
| Annual return | 13.29% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,464 | $3,100-52.8% | $4,672-68.7% | $2,755-46.8% |
| Participant deferral / active EE | $3,401 | $3,452-1.5% | $5,626-39.6% | $4,296-20.8% |
| Admin fee / account holder | $5,221 | $7,997-34.7% | $15,912-67.2% | $6,918-24.5% |