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 | $86,008 | $89,753-4.2% | $107,525-20.0% | $84,808+1.4% |
| Participation rate | 63.6% | 68.1%-4.4pp | 75.1%-11.4pp | 68.3%-4.7pp |
| Annual return | 17.91% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,816 | $3,113-41.7% | $3,754-51.6% | $2,631-31.0% |
| Participant deferral / active EE | $4,386 | $4,056+8.1% | $5,116-14.3% | $4,212+4.2% |
| Admin fee / account holder | $5,809 | $7,222-19.6% | $8,919-34.9% | $7,344-20.9% |