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 | $86,316 | $73,787+17.0% | $98,716-12.6% | $82,448+4.7% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.3%-5.0pp | 68.1%-3.8pp |
| Annual return | 16.69% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,160 | $1,511-23.2% | $2,279-49.1% | $2,551-54.5% |
| Participant deferral / active EE | $4,323 | $3,081+40.3% | $4,048+6.8% | $4,139+4.4% |
| Admin fee / account holder | $8,422 | $6,500+29.6% | $8,703-3.2% | $7,234+16.4% |