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 9-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 | $90,537 | $81,460+11.1% | $103,333-12.4% | $80,856+12.0% |
| Participation rate | 62.7% | 66.8%-4.1pp | 74.5%-11.8pp | 67.6%-4.9pp |
| Annual return | 13.41% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,622 | $3,105-15.5% | $3,868-32.2% | $2,755-4.8% |
| Participant deferral / active EE | $6,135 | $3,869+58.6% | $5,057+21.3% | $4,296+42.8% |
| Admin fee / account holder | $5,820 | $6,566-11.4% | $8,355-30.3% | $6,918-15.9% |