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 | $101,515 | $95,803+6.0% | $113,168-10.3% | $84,808+19.7% |
| Participation rate | 63.3% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-5.0pp |
| Annual return | 15.62% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,377 | $2,360+0.7% | $2,975-20.1% | $2,631-9.6% |
| Participant deferral / active EE | $5,637 | $4,242+32.9% | $5,107+10.4% | $4,212+33.8% |
| Admin fee / account holder | $12,727 | $8,989+41.6% | $12,068+5.5% | $7,344+73.3% |