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 | $106,737 | $89,753+18.9% | $107,525-0.7% | $84,808+25.9% |
| Participation rate | 64.5% | 68.1%-3.5pp | 75.1%-10.6pp | 68.3%-3.8pp |
| Annual return | 16.32% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,876 | $3,113-7.6% | $3,754-23.4% | $2,631+9.3% |
| Participant deferral / active EE | $7,278 | $4,056+79.4% | $5,116+42.3% | $4,212+72.8% |
| Admin fee / account holder | $9,749 | $7,222+35.0% | $8,919+9.3% | $7,344+32.7% |