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 | $100,909 | $86,286+16.9% | $111,297-9.3% | $85,850+17.5% |
| Participation rate | 53.6% | 73.3%-19.8pp | 77.3%-23.7pp | 69.3%-15.7pp |
| Annual return | 14.67% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,896 | $2,043-7.2% | $2,731-30.6% | $2,565-26.1% |
| Participant deferral / active EE | $3,653 | $3,641+0.3% | $4,487-18.6% | $3,952-7.6% |
| Admin fee / account holder | $7,932 | $8,188-3.1% | $7,964-0.4% | $6,260+26.7% |