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 | $97,830 | $81,460+20.1% | $103,333-5.3% | $80,856+21.0% |
| Participation rate | 60.3% | 66.8%-6.5pp | 74.5%-14.2pp | 67.6%-7.3pp |
| Annual return | 16.81% | 25.55%-8.7pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,152 | $3,105-30.7% | $3,868-44.4% | $2,755-21.9% |
| Participant deferral / active EE | $4,309 | $3,869+11.4% | $5,057-14.8% | $4,296+0.3% |
| Admin fee / account holder | $15,904 | $6,566+142.2% | $8,355+90.4% | $6,918+129.9% |