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 | $89,742 | $87,733+2.3% | $106,548-15.8% | $85,850+4.5% |
| Participation rate | 67.9% | 71.9%-4.1pp | 76.1%-8.3pp | 69.3%-1.5pp |
| Annual return | 13.83% | 21.86%-8.0pp | 26.80%-13.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,710 | $2,073-17.5% | $2,819-39.3% | $2,565-33.3% |
| Participant deferral / active EE | $2,873 | $3,469-17.2% | $4,398-34.7% | $3,952-27.3% |
| Admin fee / account holder | $13,909 | $6,767+105.5% | $7,407+87.8% | $6,260+122.2% |