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 | $91,167 | $76,367+19.4% | $93,606-2.6% | $72,985+24.9% |
| Participation rate | 59.0% | 71.7%-12.8pp | 75.8%-16.9pp | 69.5%-10.5pp |
| Annual return | 24.25% | 25.82%-1.6pp | 32.76%-8.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,285 | $2,275-43.5% | $2,718-52.7% | $2,440-47.3% |
| Participant deferral / active EE | $2,629 | $3,538-25.7% | $4,069-35.4% | $3,607-27.1% |
| Admin fee / account holder | $3,660 | $6,838-46.5% | $7,888-53.6% | $5,124-28.6% |