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 | $99,208 | $58,851+68.6% | $115,157-13.8% | $72,985+35.9% |
| Participation rate | 69.7% | 65.5%+4.2pp | 75.9%-6.2pp | 69.5%+0.2pp |
| Annual return | 16.25% | 23.16%-6.9pp | 35.60%-19.4pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,826 | $2,643+7.0% | $4,168-32.2% | $3,607-21.6% |
| Admin fee / account holder | $14,423 | $6,370+126.4% | $7,088+103.5% | $5,124+181.5% |