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 | $85,733 | $79,944+7.2% | $98,439-12.9% | $75,163+14.1% |
| Participation rate | 67.6% | 70.4%-2.7pp | 75.2%-7.5pp | 67.2%+0.5pp |
| Annual return | 17.17% | 19.75%-2.6pp | 21.16%-4.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,135 | $2,264-5.7% | $3,048-30.0% | $2,670-20.0% |
| Participant deferral / active EE | $5,454 | $3,752+45.4% | $4,738+15.1% | $4,125+32.2% |
| Admin fee / account holder | $3,088 | $6,840-54.8% | $8,948-65.5% | $5,651-45.3% |