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 | $83,253 | $77,314+7.7% | $177,989-53.2% | $80,856+3.0% |
| Participation rate | 43.4% | 65.7%-22.3pp | 77.1%-33.7pp | 67.6%-24.2pp |
| Annual return | 16.67% | 18.09%-1.4pp | 294.48%-277.8pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,152 | $2,292-49.8% | $3,949-70.8% | $2,755-58.2% |
| Participant deferral / active EE | $2,588 | $4,411-41.3% | $6,276-58.8% | $4,296-39.8% |
| Admin fee / account holder | $2,886 | $7,191-59.9% | $10,363-72.2% | $6,918-58.3% |