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 | $108,496 | $82,523+31.5% | $115,752-6.3% | $70,131+54.7% |
| Participation rate | 65.2% | 74.0%-8.8pp | 77.8%-12.6pp | 69.5%-4.4pp |
| Annual return | 19.92% | 28.22%-8.3pp | 19.41%+0.5pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,187 | $2,758-20.7% | $3,492-37.4% | $2,342-6.6% |
| Participant deferral / active EE | $4,043 | $4,062-0.5% | $5,204-22.3% | $3,332+21.3% |
| Admin fee / account holder | $9,649 | $4,552+112.0% | $6,278+53.7% | $4,645+107.7% |