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 5-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 | $90,997 | $95,803-5.0% | $113,168-19.6% | $84,808+7.3% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 18.52% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,948 | $2,360-17.5% | $2,975-34.5% | $2,631-26.0% |
| Participant deferral / active EE | $4,093 | $4,242-3.5% | $5,107-19.8% | $4,212-2.8% |
| Admin fee / account holder | $6,828 | $8,989-24.0% | $12,068-43.4% | $7,344-7.0% |