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 | $89,676 | $74,927+19.7% | $101,794-11.9% | $84,808+5.7% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 12.60% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,621 | $1,522+6.5% | $2,289-29.2% | $2,631-38.4% |
| Participant deferral / active EE | $3,370 | $3,099+8.8% | $4,084-17.5% | $4,212-20.0% |
| Admin fee / account holder | $1,981 | $6,514-69.6% | $8,777-77.4% | $7,344-73.0% |