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 | $89,477 | $73,933+21.0% | $96,683-7.5% | $75,163+19.0% |
| Participation rate | 53.5% | 66.4%-12.9pp | 74.3%-20.9pp | 67.2%-13.7pp |
| Annual return | 15.76% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,781 | $2,928-5.0% | $3,737-25.6% | $2,670+4.2% |
| Participant deferral / active EE | $4,408 | $3,659+20.5% | $4,878-9.6% | $4,125+6.9% |
| Admin fee / account holder | $10,523 | $5,216+101.7% | $6,730+56.4% | $5,651+86.2% |