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 | $108,711 | $117,983-7.9% | $101,794+6.8% | $142,382-23.6% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 15.96% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,949 | $2,773-29.7% | $2,289-14.9% | $4,299-54.7% |
| Participant deferral / active EE | $5,514 | $4,714+17.0% | $4,084+35.0% | $6,507-15.3% |
| Admin fee / account holder | $4,250 | $10,433-59.3% | $8,777-51.6% | $12,624-66.3% |