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 | $105,866 | $89,753+18.0% | $107,525-1.5% | $84,808+24.8% |
| Participation rate | 63.2% | 68.1%-4.9pp | 75.1%-11.9pp | 68.3%-5.2pp |
| Annual return | 14.56% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,566 | $3,113-17.6% | $3,754-31.6% | $2,631-2.5% |
| Participant deferral / active EE | $5,470 | $4,056+34.9% | $5,116+6.9% | $4,212+29.9% |
| Admin fee / account holder | $5,546 | $7,222-23.2% | $8,919-37.8% | $7,344-24.5% |