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 | $99,693 | $103,376-3.6% | $87,100+14.5% | $152,861-34.8% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.9%-32.4pp | 82.4%-38.0pp |
| Annual return | 24.31% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,351 | $3,220-27.0% | $2,521-6.8% | $4,762-50.6% |
| Participant deferral / active EE | $5,334 | $4,778+11.6% | $4,049+31.8% | $5,850-8.8% |
| Admin fee / account holder | $8,898 | $12,205-27.1% | $7,497+18.7% | $11,596-23.3% |