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 | $83,448 | $81,460+2.4% | $103,333-19.2% | $80,856+3.2% |
| Participation rate | 54.0% | 66.8%-12.9pp | 74.5%-20.5pp | 67.6%-13.7pp |
| Annual return | 16.16% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,926 | $3,105-5.8% | $3,868-24.3% | $2,755+6.2% |
| Participant deferral / active EE | $6,923 | $3,869+79.0% | $5,057+36.9% | $4,296+61.2% |
| Admin fee / account holder | $3,195 | $6,566-51.3% | $8,355-61.8% | $6,918-53.8% |