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 | $93,503 | $86,944+7.5% | $107,525-13.0% | $74,304+25.8% |
| Participation rate | 66.4% | 59.6%+6.8pp | 75.1%-8.7pp | 60.3%+6.0pp |
| Annual return | 15.76% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,660 | $2,757-39.8% | $3,754-55.8% | $2,241-25.9% |
| Participant deferral / active EE | $3,904 | $3,554+9.8% | $5,116-23.7% | $3,767+3.6% |
| Admin fee / account holder | $7,286 | $3,727+95.5% | $8,919-18.3% | $2,969+145.4% |