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 | $88,178 | $78,926+11.7% | $136,749-35.5% | $84,808+4.0% |
| Participation rate | 52.1% | 62.2%-10.1pp | 72.1%-20.1pp | 68.3%-16.2pp |
| Annual return | 24.71% | 18.17%+6.5pp | 24.33%+0.4pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,973 | $2,134-7.5% | $3,400-42.0% | $2,631-25.0% |
| Participant deferral / active EE | $4,626 | $3,168+46.0% | $4,692-1.4% | $4,212+9.8% |
| Admin fee / account holder | $6,657 | $6,369+4.5% | $11,386-41.5% | $7,344-9.4% |