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 | $100,396 | $86,929+15.5% | $102,423-2.0% | $80,856+24.2% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.6pp | 67.6%-13.8pp |
| Annual return | 23.73% | 18.88%+4.8pp | 29.32%-5.6pp | 35.59%-11.9pp |
| Employer contribution / active EE | $1,985 | $2,369-16.2% | $3,023-34.3% | $2,755-27.9% |
| Participant deferral / active EE | $3,681 | $4,118-10.6% | $5,053-27.1% | $4,296-14.3% |
| Admin fee / account holder | $1,594 | $8,049-80.2% | $9,451-83.1% | $6,918-77.0% |