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 | $91,569 | $78,672+16.4% | $109,143-16.1% | $85,850+6.7% |
| Participation rate | 61.9% | 68.3%-6.4pp | 75.9%-14.0pp | 69.3%-7.4pp |
| Annual return | 19.02% | 25.09%-6.1pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,013 | $2,735-26.4% | $3,722-45.9% | $2,565-21.5% |
| Participant deferral / active EE | $3,445 | $3,467-0.6% | $4,653-26.0% | $3,952-12.8% |
| Admin fee / account holder | $557 | $5,469-89.8% | $6,752-91.7% | $6,260-91.1% |