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 | $89,471 | $73,933+21.0% | $96,683-7.5% | $75,163+19.0% |
| Participation rate | 31.8% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.4pp |
| Annual return | 13.28% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,314 | $2,928-55.1% | $3,737-64.8% | $2,670-50.8% |
| Participant deferral / active EE | $1,820 | $3,659-50.3% | $4,878-62.7% | $4,125-55.9% |
| Admin fee / account holder | $9,838 | $5,216+88.6% | $6,730+46.2% | $5,651+74.1% |