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 | $124,693 | $127,100-1.9% | $105,738+17.9% | $135,375-7.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | 5.82% | 4.49%+1.3pp | 6.27%-0.5pp | 519.73%-513.9pp |
| Employer contribution / active EE | $2,399 | $4,107-41.6% | $3,268-26.6% | $4,779-49.8% |
| Participant deferral / active EE | $3,177 | $5,064-37.3% | $4,080-22.1% | $5,609-43.4% |
| Admin fee / account holder | $1,791 | $9,087-80.3% | $6,913-74.1% | $10,827-83.5% |