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 | $96,276 | $86,944+10.7% | $107,525-10.5% | $74,304+29.6% |
| Participation rate | 55.7% | 59.6%-3.9pp | 75.1%-19.4pp | 60.3%-4.7pp |
| Annual return | 19.03% | 23.52%-4.5pp | 181.32%-162.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,115 | $2,757-23.3% | $3,754-43.6% | $2,241-5.6% |
| Participant deferral / active EE | $4,144 | $3,554+16.6% | $5,116-19.0% | $3,767+10.0% |
| Admin fee / account holder | $2,180 | $3,727-41.5% | $8,919-75.6% | $2,969-26.6% |