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 | $109,881-3.2% | $150,045-29.1% | $84,808+25.4% |
| Participation rate | 63.9% | 76.1%-12.2pp | 82.3%-18.4pp | 68.3%-4.4pp |
| Annual return | 17.12% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,022 | $3,561-15.1% | $4,693-35.6% | $2,631+14.9% |
| Participant deferral / active EE | $6,832 | $6,636+3.0% | $7,997-14.6% | $4,212+62.2% |
| Admin fee / account holder | $9,447 | $8,568+10.3% | $13,435-29.7% | $7,344+28.6% |