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 | $105,596 | $87,013+21.4% | $106,213-0.6% | $80,856+30.6% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 14.79% | 17.05%-2.3pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,198 | $2,395-8.2% | $3,171-30.7% | $2,755-20.2% |
| Participant deferral / active EE | $4,529 | $3,986+13.6% | $5,016-9.7% | $4,296+5.4% |
| Admin fee / account holder | $3,294 | $8,431-60.9% | $11,033-70.1% | $6,918-52.4% |