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 | $92,001 | $79,944+15.1% | $98,439-6.5% | $75,163+22.4% |
| Participation rate | 62.6% | 70.4%-7.7pp | 75.2%-12.5pp | 67.2%-4.6pp |
| Annual return | 16.01% | 19.75%-3.7pp | 21.16%-5.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $917 | $2,264-59.5% | $3,048-69.9% | $2,670-65.6% |
| Participant deferral / active EE | $3,424 | $3,752-8.7% | $4,738-27.7% | $4,125-17.0% |
| Admin fee / account holder | $10,716 | $6,840+56.7% | $8,948+19.8% | $5,651+89.6% |