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 | $109,361 | $95,803+14.2% | $113,168-3.4% | $84,808+29.0% |
| Participation rate | 60.9% | 72.9%-11.9pp | 76.6%-15.6pp | 68.3%-7.4pp |
| Annual return | 16.49% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,968 | $2,360-16.6% | $2,975-33.8% | $2,631-25.2% |
| Participant deferral / active EE | $3,973 | $4,242-6.4% | $5,107-22.2% | $4,212-5.7% |
| Admin fee / account holder | $5,370 | $8,989-40.3% | $12,068-55.5% | $7,344-26.9% |