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 | $99,231 | $86,944+14.1% | $107,525-7.7% | $74,304+33.5% |
| Participation rate | 61.9% | 59.6%+2.4pp | 75.1%-13.2pp | 60.3%+1.6pp |
| Annual return | 16.93% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $713 | $2,757-74.2% | $3,754-81.0% | $2,241-68.2% |
| Participant deferral / active EE | $5,182 | $3,554+45.8% | $5,116+1.3% | $3,767+37.5% |
| Admin fee / account holder | $3,682 | $3,727-1.2% | $8,919-58.7% | $2,969+24.0% |