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 | $109,290 | $109,881-0.5% | $150,045-27.2% | $84,808+28.9% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.8pp | 68.3%-8.8pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,413 | $3,561-32.2% | $4,693-48.6% | $2,631-8.3% |
| Participant deferral / active EE | $6,071 | $6,636-8.5% | $7,997-24.1% | $4,212+44.1% |
| Admin fee / account holder | $11,584 | $8,568+35.2% | $13,435-13.8% | $7,344+57.7% |