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 | $102,840 | $91,760+12.1% | $156,181-34.2% | $67,986+51.3% |
| Participation rate | 59.1% | 65.0%-5.9pp | 78.8%-19.7pp | 57.2%+1.9pp |
| Annual return | 15.83% | 18.14%-2.3pp | 64.87%-49.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,932 | $2,419-20.2% | $4,294-55.0% | $2,019-4.3% |
| Participant deferral / active EE | $4,192 | $3,960+5.8% | $6,132-31.6% | $3,358+24.8% |
| Admin fee / account holder | $2,139 | $3,949-45.8% | $14,586-85.3% | $3,203-33.2% |