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 | $117,614 | $109,881+7.0% | $150,045-21.6% | $84,808+38.7% |
| Participation rate | 52.8% | 76.1%-23.3pp | 82.3%-29.5pp | 68.3%-15.5pp |
| Annual return | 15.16% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,001 | $3,561-15.7% | $4,693-36.0% | $2,631+14.1% |
| Participant deferral / active EE | $5,823 | $6,636-12.2% | $7,997-27.2% | $4,212+38.3% |
| Admin fee / account holder | $7,477 | $8,568-12.7% | $13,435-44.3% | $7,344+1.8% |