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 | $101,278 | $102,605-1.3% | $145,661-30.5% | $84,808+19.4% |
| Participation rate | 61.0% | 74.3%-13.2pp | 77.2%-16.2pp | 68.3%-7.3pp |
| Annual return | 17.75% | 26.50%-8.8pp | 101.46%-83.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,866 | $3,325-43.9% | $4,238-56.0% | $2,631-29.1% |
| Participant deferral / active EE | $4,213 | $5,750-26.7% | $7,198-41.5% | $4,2120% |
| Admin fee / account holder | $6,193 | $8,758-29.3% | $12,466-50.3% | $7,344-15.7% |