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 | $106,026 | $118,450-10.5% | $98,439+7.7% | $139,434-24.0% |
| Participation rate | 68.4% | 77.4%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 10.96% | 18.94%-8.0pp | 21.16%-10.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,409 | $3,609-33.3% | $3,048-21.0% | $4,751-49.3% |
| Participant deferral / active EE | $10,177 | $5,392+88.8% | $4,738+114.8% | $6,710+51.7% |
| Admin fee / account holder | $7,099 | $14,026-49.4% | $8,948-20.7% | $11,403-37.7% |