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 | $93,306 | $95,803-2.6% | $113,168-17.6% | $84,808+10.0% |
| Participation rate | 60.7% | 72.9%-12.2pp | 76.6%-15.9pp | 68.3%-7.6pp |
| Annual return | 14.14% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,877 | $2,360-20.4% | $2,975-36.9% | $2,631-28.6% |
| Participant deferral / active EE | $3,288 | $4,242-22.5% | $5,107-35.6% | $4,212-21.9% |
| Admin fee / account holder | $3,733 | $8,989-58.5% | $12,068-69.1% | $7,344-49.2% |