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 | $104,833 | $108,825-3.7% | $156,181-32.9% | $82,448+27.2% |
| Participation rate | 68.2% | 72.4%-4.1pp | 78.8%-10.6pp | 68.1%+0.2pp |
| Annual return | 14.51% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,740 | $2,870-4.5% | $4,294-36.2% | $2,551+7.4% |
| Participant deferral / active EE | $4,320 | $4,577-5.6% | $6,132-29.5% | $4,139+4.4% |
| Admin fee / account holder | $2,845 | $9,341-69.5% | $14,586-80.5% | $7,234-60.7% |