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 | $105,013 | $117,983-11.0% | $101,794+3.2% | $142,382-26.2% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.2%-4.2pp | 80.1%-15.1pp |
| Annual return | 16.24% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,058 | $2,773-61.8% | $2,289-53.8% | $4,299-75.4% |
| Participant deferral / active EE | $6,470 | $4,714+37.3% | $4,084+58.4% | $6,507-0.6% |
| Admin fee / account holder | $2,992 | $10,433-71.3% | $8,777-65.9% | $12,624-76.3% |