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 | $89,477 | $95,803-6.6% | $113,168-20.9% | $84,808+5.5% |
| Participation rate | 64.7% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.6pp |
| Annual return | 30.49% | 25.00%+5.5pp | 24.27%+6.2pp | 40.90%-10.4pp |
| Employer contribution / active EE | $1,481 | $2,360-37.2% | $2,975-50.2% | $2,631-43.7% |
| Participant deferral / active EE | $3,473 | $4,242-18.1% | $5,107-32.0% | $4,212-17.5% |
| Admin fee / account holder | $3,059 | $8,989-66.0% | $12,068-74.6% | $7,344-58.3% |