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 | $93,284 | $109,881-15.1% | $150,045-37.8% | $84,808+10.0% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.6pp | 68.3%-6.5pp |
| Annual return | 15.02% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,808 | $3,561-21.1% | $4,693-40.2% | $2,631+6.7% |
| Participant deferral / active EE | $7,016 | $6,636+5.7% | $7,997-12.3% | $4,212+66.6% |
| Admin fee / account holder | $20,412 | $8,568+138.2% | $13,435+51.9% | $7,344+177.9% |