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 | $111,996 | $88,672+26.3% | $105,223+6.4% | $82,448+35.8% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 19.33% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,092 | $3,048-31.4% | $3,689-43.3% | $2,551-18.0% |
| Participant deferral / active EE | $3,101 | $4,036-23.2% | $5,072-38.9% | $4,139-25.1% |
| Admin fee / account holder | $7,292 | $7,146+2.0% | $8,859-17.7% | $7,234+0.8% |