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 | $96,240 | $95,803+0.5% | $113,168-15.0% | $84,808+13.5% |
| Participation rate | 61.7% | 72.9%-11.2pp | 76.6%-14.9pp | 68.3%-6.6pp |
| Annual return | 15.18% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $754 | $2,360-68.0% | $2,975-74.6% | $2,631-71.3% |
| Participant deferral / active EE | $2,964 | $4,242-30.1% | $5,107-42.0% | $4,212-29.6% |
| Admin fee / account holder | $8,663 | $8,989-3.6% | $12,068-28.2% | $7,344+18.0% |