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 | $107,485 | $95,803+12.2% | $113,168-5.0% | $84,808+26.7% |
| Participation rate | 57.8% | 72.9%-15.1pp | 76.6%-18.8pp | 68.3%-10.5pp |
| Annual return | 14.66% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,191 | $2,360-7.2% | $2,975-26.4% | $2,631-16.7% |
| Participant deferral / active EE | $5,080 | $4,242+19.8% | $5,107-0.5% | $4,212+20.6% |
| Admin fee / account holder | $1,486 | $8,989-83.5% | $12,068-87.7% | $7,344-79.8% |