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 | $102,301 | $96,484+6.0% | $156,263-34.5% | $74,304+37.7% |
| Participation rate | 64.5% | 67.7%-3.1pp | 78.9%-14.4pp | 60.3%+4.2pp |
| Annual return | 16.95% | 17.73%-0.8pp | 59.47%-42.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,705 | $2,528+7.0% | $4,333-37.6% | $2,241+20.7% |
| Participant deferral / active EE | $4,571 | $4,286+6.7% | $6,158-25.8% | $3,767+21.3% |
| Admin fee / account holder | $6,810 | $3,728+82.7% | $14,255-52.2% | $2,969+129.4% |