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 | $105,781 | $109,359-3.3% | $162,163-34.8% | $72,985+44.9% |
| Participation rate | 67.2% | 84.3%-17.0pp | 87.6%-20.3pp | 69.5%-2.2pp |
| Annual return | 22.84% | 25.46%-2.6pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,859 | $3,907-52.4% | $5,614-66.9% | $2,440-23.8% |
| Participant deferral / active EE | $4,151 | $5,481-24.3% | $7,298-43.1% | $3,607+15.1% |
| Admin fee / account holder | $18,361 | $7,972+130.3% | $10,843+69.3% | $5,124+258.3% |