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 | $83,365 | $81,208+2.7% | $98,907-15.7% | $79,858+4.4% |
| Participation rate | 57.1% | 72.5%-15.4pp | 76.0%-18.9pp | 69.6%-12.5pp |
| Annual return | 10.35% | 60.99%-50.6pp | 196.43%-186.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $944 | $1,960-51.8% | $2,689-64.9% | $2,471-61.8% |
| Participant deferral / active EE | $2,576 | $3,265-21.1% | $4,244-39.3% | $3,740-31.1% |
| Admin fee / account holder | $4,737 | $6,013-21.2% | $6,642-28.7% | $5,306-10.7% |