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 | $100,386 | $99,341+1.1% | $84,750+18.4% | $273,961-63.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 39.83% | 22.93%+16.9pp | 22.78%+17.0pp | 41.45%-1.6pp |
| Employer contribution / active EE | $1,445 | $4,214-65.7% | $3,574-59.6% | $4,869-70.3% |
| Participant deferral / active EE | $4,103 | $4,269-3.9% | $3,712+10.5% | $5,287-22.4% |
| Admin fee / account holder | $444 | $6,644-93.3% | $5,332-91.7% | $10,132-95.6% |