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 | $106,942 | $93,571+14.3% | $135,903-21.3% | $75,163+42.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 24.77% | 30.90%-6.1pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $3,195 | $3,537-9.7% | $4,856-34.2% | $2,670+19.7% |
| Participant deferral / active EE | $8,305 | $6,404+29.7% | $7,758+7.1% | $4,125+101.3% |
| Admin fee / account holder | $8,212 | $6,975+17.7% | $10,762-23.7% | $5,651+45.3% |