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 | $99,671 | $74,927+33.0% | $101,794-2.1% | $84,808+17.5% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.2%-0.1pp | 68.3%+0.7pp |
| Annual return | 14.64% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,416 | $1,522-6.9% | $2,289-38.1% | $2,631-46.2% |
| Participant deferral / active EE | $3,276 | $3,099+5.7% | $4,084-19.8% | $4,212-22.2% |
| Admin fee / account holder | $438 | $6,514-93.3% | $8,777-95.0% | $7,344-94.0% |