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 | $96,335 | $94,338+2.1% | $100,534-4.2% | $142,382-32.3% |
| Participation rate | 61.5% | 81.7%-20.2pp | 80.6%-19.1pp | 80.1%-18.6pp |
| Annual return | 15.18% | 29.20%-14.0pp | 32.66%-17.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,208 | $4,237-47.9% | $4,346-49.2% | $4,299-48.6% |
| Participant deferral / active EE | $3,355 | $5,934-43.5% | $6,144-45.4% | $6,507-48.4% |
| Admin fee / account holder | $2,275 | $8,421-73.0% | $7,654-70.3% | $12,624-82.0% |