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 | $82,484 | $65,041+26.8% | $90,951-9.3% | $79,858+3.3% |
| Participation rate | 57.4% | 61.6%-4.2pp | 69.0%-11.6pp | 69.6%-12.2pp |
| Annual return | 19.36% | 30.45%-11.1pp | 134.60%-115.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,014 | $1,247-18.7% | $2,122-52.2% | $2,471-58.9% |
| Participant deferral / active EE | $3,228 | $2,512+28.5% | $3,373-4.3% | $3,740-13.7% |
| Admin fee / account holder | $6,930 | $4,536+52.8% | $5,959+16.3% | $5,306+30.6% |