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 | $101,342 | $88,672+14.3% | $105,223-3.7% | $82,448+22.9% |
| Participation rate | 53.2% | 67.9%-14.7pp | 75.0%-21.9pp | 68.1%-14.9pp |
| Annual return | 15.57% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,612 | $3,048-14.3% | $3,689-29.2% | $2,551+2.4% |
| Participant deferral / active EE | $5,346 | $4,036+32.5% | $5,072+5.4% | $4,139+29.2% |
| Admin fee / account holder | $3,736 | $7,146-47.7% | $8,859-57.8% | $7,234-48.4% |