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 | $99,134 | $78,672+26.0% | $109,143-9.2% | $85,850+15.5% |
| Participation rate | 61.2% | 68.3%-7.1pp | 75.9%-14.7pp | 69.3%-8.1pp |
| Annual return | 15.61% | 25.09%-9.5pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $845 | $2,735-69.1% | $3,722-77.3% | $2,565-67.1% |
| Participant deferral / active EE | $4,248 | $3,467+22.5% | $4,653-8.7% | $3,952+7.5% |
| Admin fee / account holder | $3,186 | $5,469-41.7% | $6,752-52.8% | $6,260-49.1% |