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 | $96,731 | $78,422+23.3% | $95,952+0.8% | $79,858+21.1% |
| Participation rate | 67.1% | 73.5%-6.4pp | 77.1%-10.0pp | 69.6%-2.5pp |
| Annual return | 10.31% | 19.37%-9.1pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,993 | $1,945+2.5% | $2,541-21.6% | $2,471-19.3% |
| Participant deferral / active EE | $3,975 | $3,440+15.6% | $4,167-4.6% | $3,740+6.3% |
| Admin fee / account holder | $4,071 | $5,622-27.6% | $6,795-40.1% | $5,306-23.3% |