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 | $75,440 | $87,870-14.1% | $113,168-33.3% | $74,304+1.5% |
| Participation rate | 66.9% | 70.7%-3.8pp | 76.6%-9.6pp | 60.3%+6.6pp |
| Annual return | 19.16% | 26.44%-7.3pp | 24.27%-5.1pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,090 | $2,277-52.1% | $2,975-63.4% | $2,241-51.4% |
| Participant deferral / active EE | $3,364 | $4,241-20.7% | $5,107-34.1% | $3,767-10.7% |
| Admin fee / account holder | $3,824 | $3,368+13.5% | $12,068-68.3% | $2,969+28.8% |