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 | $82,597 | $81,248+1.7% | $155,509-46.9% | $80,856+2.2% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.6%-3.1pp |
| Annual return | 14.08% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,170 | $3,100-30.0% | $4,672-53.6% | $2,755-21.2% |
| Participant deferral / active EE | $4,357 | $3,452+26.2% | $5,626-22.6% | $4,296+1.4% |
| Admin fee / account holder | $11,783 | $7,997+47.3% | $15,912-26.0% | $6,918+70.3% |