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 | $93,044 | $127,065-26.8% | $113,168-17.8% | $142,382-34.7% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 15.70% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,869 | $3,442-45.7% | $2,975-37.2% | $4,299-56.5% |
| Participant deferral / active EE | $5,354 | $5,716-6.3% | $5,107+4.8% | $6,507-17.7% |
| Admin fee / account holder | $1,399 | $15,736-91.1% | $12,068-88.4% | $12,624-88.9% |