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 | $109,135 | $95,803+13.9% | $113,168-3.6% | $84,808+28.7% |
| Participation rate | 58.9% | 72.9%-13.9pp | 76.6%-17.6pp | 68.3%-9.4pp |
| Annual return | 14.33% | 25.00%-10.7pp | 24.27%-9.9pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,538 | $2,360-34.8% | $2,975-48.3% | $2,631-41.5% |
| Participant deferral / active EE | $3,266 | $4,242-23.0% | $5,107-36.0% | $4,212-22.5% |
| Admin fee / account holder | $6,025 | $8,989-33.0% | $12,068-50.1% | $7,344-18.0% |