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 | $106,684 | $127,065-16.0% | $113,168-5.7% | $142,382-25.1% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 15.31% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,057 | $3,442-11.2% | $2,975+2.8% | $4,299-28.9% |
| Participant deferral / active EE | $6,409 | $5,716+12.1% | $5,107+25.5% | $6,507-1.5% |
| Admin fee / account holder | $994 | $15,736-93.7% | $12,068-91.8% | $12,624-92.1% |