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 | $106,324 | $106,749-0.4% | $145,433-26.9% | $82,448+29.0% |
| Participation rate | 63.9% | 75.6%-11.7pp | 82.1%-18.2pp | 68.1%-4.1pp |
| Annual return | 17.12% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,022 | $3,444-12.3% | $4,554-33.6% | $2,551+18.5% |
| Participant deferral / active EE | $6,832 | $6,519+4.8% | $7,897-13.5% | $4,139+65.0% |
| Admin fee / account holder | $9,447 | $8,390+12.6% | $13,129-28.0% | $7,234+30.6% |