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 | $86,169 | $81,460+5.8% | $103,333-16.6% | $80,856+6.6% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 10.84% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,859 | $3,105-7.9% | $3,868-26.1% | $2,755+3.8% |
| Participant deferral / active EE | $10,815 | $3,869+179.6% | $5,057+113.9% | $4,296+151.8% |
| Admin fee / account holder | $1,383 | $6,566-78.9% | $8,355-83.5% | $6,918-80.0% |