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 | $106,923 | $101,724+5.1% | $164,813-35.1% | $80,856+32.2% |
| Participation rate | 64.4% | 71.8%-7.4pp | 78.6%-14.2pp | 67.6%-3.3pp |
| Annual return | 13.96% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,788 | $2,953-5.6% | $4,341-35.8% | $2,755+1.2% |
| Participant deferral / active EE | $4,665 | $4,477+4.2% | $6,031-22.7% | $4,296+8.6% |
| Admin fee / account holder | $3,753 | $8,227-54.4% | $12,690-70.4% | $6,918-45.8% |