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 | $88,132 | $99,985-11.9% | $146,665-39.9% | $85,850+2.7% |
| Participation rate | 65.2% | 73.1%-7.8pp | 80.1%-14.9pp | 69.3%-4.1pp |
| Annual return | 12.70% | 18.93%-6.2pp | 22.74%-10.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,432 | $2,559-5.0% | $4,136-41.2% | $2,565-5.2% |
| Participant deferral / active EE | $1,900 | $4,006-52.6% | $5,506-65.5% | $3,952-51.9% |
| Admin fee / account holder | $4,184 | $7,702-45.7% | $10,280-59.3% | $6,260-33.2% |