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 | $86,113 | $81,460+5.7% | $103,333-16.7% | $80,856+6.5% |
| Participation rate | 56.8% | 66.8%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 12.83% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,196 | $3,105-29.3% | $3,868-43.2% | $2,755-20.3% |
| Participant deferral / active EE | $5,912 | $3,869+52.8% | $5,057+16.9% | $4,296+37.6% |
| Admin fee / account holder | $8,269 | $6,566+25.9% | $8,355-1.0% | $6,918+19.5% |