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 | $91,601 | $93,571-2.1% | $135,903-32.6% | $75,163+21.9% |
| Participation rate | 55.2% | 75.2%-20.0pp | 81.9%-26.7pp | 67.2%-12.0pp |
| Annual return | 20.95% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,853 | $3,537-47.6% | $4,856-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $4,070 | $6,404-36.4% | $7,758-47.5% | $4,125-1.3% |
| Admin fee / account holder | $7,743 | $6,975+11.0% | $10,762-28.1% | $5,651+37.0% |