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 | $93,584 | $94,625-1.1% | $116,228-19.5% | $84,808+10.3% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.6%-10.0pp | 68.3%-3.8pp |
| Annual return | 17.54% | 20.40%-2.9pp | 90.06%-72.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,640 | $2,347-30.1% | $2,994-45.2% | $2,631-37.7% |
| Participant deferral / active EE | $5,313 | $3,972+33.8% | $4,953+7.3% | $4,212+26.2% |
| Admin fee / account holder | $2,732 | $10,091-72.9% | $11,989-77.2% | $7,344-62.8% |