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 | $102,051 | $109,413-6.7% | $156,263-34.7% | $84,808+20.3% |
| Participation rate | 68.8% | 72.7%-3.9pp | 78.9%-10.2pp | 68.3%+0.4pp |
| Annual return | 12.65% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,025 | $2,907-64.7% | $4,333-76.4% | $2,631-61.1% |
| Participant deferral / active EE | $3,556 | $4,590-22.5% | $6,158-42.3% | $4,212-15.6% |
| Admin fee / account holder | $6,101 | $9,357-34.8% | $14,255-57.2% | $7,344-16.9% |