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 | $92,378 | $89,753+2.9% | $107,525-14.1% | $84,808+8.9% |
| Participation rate | 54.2% | 68.1%-13.8pp | 75.1%-20.8pp | 68.3%-14.1pp |
| Annual return | 13.96% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,400 | $3,113-22.9% | $3,754-36.1% | $2,631-8.8% |
| Participant deferral / active EE | $4,667 | $4,056+15.0% | $5,116-8.8% | $4,212+10.8% |
| Admin fee / account holder | $5,488 | $7,222-24.0% | $8,919-38.5% | $7,344-25.3% |