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 | $106,423 | $109,413-2.7% | $156,263-31.9% | $84,808+25.5% |
| Participation rate | 68.3% | 72.7%-4.4pp | 78.9%-10.7pp | 68.3%-0.1pp |
| Annual return | 14.78% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,370 | $2,907-18.5% | $4,333-45.3% | $2,631-9.9% |
| Participant deferral / active EE | $6,057 | $4,590+32.0% | $6,158-1.6% | $4,212+43.8% |
| Admin fee / account holder | $1,983 | $9,357-78.8% | $14,255-86.1% | $7,344-73.0% |