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 | $70,014 | $68,547+2.1% | $120,354-41.8% | $80,856-13.4% |
| Participation rate | 49.2% | 61.6%-12.4pp | 71.9%-22.8pp | 67.6%-18.5pp |
| Annual return | 12.22% | 23.60%-11.4pp | 107.15%-94.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,591 | $2,051-22.4% | $3,463-54.1% | $2,755-42.3% |
| Participant deferral / active EE | $2,457 | $3,173-22.6% | $4,991-50.8% | $4,296-42.8% |
| Admin fee / account holder | $9,556 | $5,732+66.7% | $9,423+1.4% | $6,918+38.1% |