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 | $95,899 | $89,753+6.8% | $107,525-10.8% | $84,808+13.1% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,595 | $3,113-16.7% | $3,754-30.9% | $2,631-1.4% |
| Participant deferral / active EE | $3,540 | $4,056-12.7% | $5,116-30.8% | $4,212-16.0% |
| Admin fee / account holder | $9,512 | $7,222+31.7% | $8,919+6.7% | $7,344+29.5% |