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 | $95,523 | $86,929+9.9% | $102,423-6.7% | $80,856+18.1% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 14.22% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,662 | $2,369-29.9% | $3,023-45.0% | $2,755-39.7% |
| Participant deferral / active EE | $3,647 | $4,118-11.4% | $5,053-27.8% | $4,296-15.1% |
| Admin fee / account holder | $4,636 | $8,049-42.4% | $9,451-50.9% | $6,918-33.0% |