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 | $119,200 | $95,803+24.4% | $113,168+5.3% | $84,808+40.6% |
| Participation rate | 63.5% | 72.9%-9.4pp | 76.6%-13.1pp | 68.3%-4.8pp |
| Annual return | 14.13% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,098 | $2,360-11.1% | $2,975-29.5% | $2,631-20.3% |
| Participant deferral / active EE | $4,550 | $4,242+7.3% | $5,107-10.9% | $4,212+8.0% |
| Admin fee / account holder | $24,481 | $8,989+172.4% | $12,068+102.9% | $7,344+233.4% |