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 | $91,855 | $74,927+22.6% | $101,794-9.8% | $84,808+8.3% |
| Participation rate | 58.7% | 61.4%-2.7pp | 69.2%-10.5pp | 68.3%-9.6pp |
| Annual return | 15.13% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,405 | $1,522-7.7% | $2,289-38.6% | $2,631-46.6% |
| Participant deferral / active EE | $5,661 | $3,099+82.7% | $4,084+38.6% | $4,212+34.4% |
| Admin fee / account holder | $2,980 | $6,514-54.3% | $8,777-66.0% | $7,344-59.4% |