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 | $95,453+24.9% | $112,040+6.4% | $82,448+44.6% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.5%-13.0pp | 68.1%-4.6pp |
| Annual return | 14.13% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,098 | $2,318-9.5% | $2,954-29.0% | $2,551-17.8% |
| Participant deferral / active EE | $4,550 | $4,224+7.7% | $5,098-10.7% | $4,139+9.9% |
| Admin fee / account holder | $24,481 | $9,013+171.6% | $12,098+102.4% | $7,234+238.4% |