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 3-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 | $101,872 | $89,698+13.6% | $103,464-1.5% | $80,874+26.0% |
| Participation rate | 68.0% | 76.0%-8.0pp | 80.5%-12.5pp | 67.6%+0.4pp |
| Annual return | 11.57% | 22.78%-11.2pp | 23.91%-12.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,138 | $4,018-46.8% | $4,677-54.3% | $2,756-22.4% |
| Participant deferral / active EE | $5,896 | $5,456+8.1% | $6,624-11.0% | $4,297+37.2% |
| Admin fee / account holder | $9,001 | $6,768+33.0% | $9,410-4.3% | $6,935+29.8% |