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 | $59,326 | $60,165-1.4% | $74,183-20.0% | $55,167+7.5% |
| Participation rate | 64.8% | 74.2%-9.4pp | 76.6%-11.9pp | 69.0%-4.2pp |
| Annual return | 8.36% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,341 | $1,600-16.2% | $2,370-43.4% | $1,963-31.7% |
| Participant deferral / active EE | $2,983 | $2,973+0.3% | $3,550-16.0% | $3,054-2.3% |
| Admin fee / account holder | $518 | $419+23.6% | $5,586-90.7% | $504+2.9% |