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 9-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 | $101,896 | $86,929+17.2% | $102,423-0.5% | $80,856+26.0% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 19.17% | 18.88%+0.3pp | 29.32%-10.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,486 | $2,369+4.9% | $3,023-17.8% | $2,755-9.8% |
| Participant deferral / active EE | $5,555 | $4,118+34.9% | $5,053+9.9% | $4,296+29.3% |
| Admin fee / account holder | $5,443 | $8,049-32.4% | $9,451-42.4% | $6,918-21.3% |