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 | $92,841 | $93,571-0.8% | $135,903-31.7% | $75,163+23.5% |
| Participation rate | 58.5% | 75.2%-16.6pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 15.25% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,505 | $3,537-29.2% | $4,856-48.4% | $2,670-6.2% |
| Participant deferral / active EE | $5,197 | $6,404-18.9% | $7,758-33.0% | $4,125+26.0% |
| Admin fee / account holder | $8,588 | $6,975+23.1% | $10,762-20.2% | $5,651+52.0% |