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 | $82,651 | $77,634+6.5% | $156,549-47.2% | $62,891+31.4% |
| Participation rate | 65.7% | 71.2%-5.5pp | 84.0%-18.3pp | 69.3%-3.6pp |
| Annual return | 6.41% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $410 | $3,444-88.1% | $5,501-92.6% | $2,281-82.0% |
| Participant deferral / active EE | $4,914 | $3,045+61.4% | $4,871+0.9% | $3,203+53.4% |
| Admin fee / account holder | $18,199 | $5,561+227.3% | $13,027+39.7% | $4,296+323.7% |