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 | $110,613 | $83,477+32.5% | $125,175-11.6% | $72,985+51.6% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 17.42% | 25.78%-8.4pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,851 | $2,345-21.1% | $3,865-52.1% | $2,440-24.2% |
| Participant deferral / active EE | $3,701 | $3,585+3.2% | $4,937-25.0% | $3,607+2.6% |
| Admin fee / account holder | $8,550 | $5,517+55.0% | $9,702-11.9% | $5,124+66.9% |