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 | $69,126 | $58,512+18.1% | $84,015-17.7% | $72,985-5.3% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 17.98% | 28.93%-11.0pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,099 | $1,163-5.5% | $1,983-44.6% | $2,440-55.0% |
| Participant deferral / active EE | $2,464 | $2,394+2.9% | $3,239-23.9% | $3,607-31.7% |
| Admin fee / account holder | $5,206 | $4,569+14.0% | $6,101-14.7% | $5,124+1.6% |