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 | $104,170 | $117,983-11.7% | $101,794+2.3% | $142,382-26.8% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.2%-7.3pp | 80.1%-18.2pp |
| Annual return | 17.13% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,935 | $2,773-30.2% | $2,289-15.5% | $4,299-55.0% |
| Participant deferral / active EE | $8,337 | $4,714+76.9% | $4,084+104.1% | $6,507+28.1% |
| Admin fee / account holder | $3,055 | $10,433-70.7% | $8,777-65.2% | $12,624-75.8% |