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 | $99,803 | $103,376-3.5% | $87,100+14.6% | $152,861-34.7% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 25.60% | 28.10%-2.5pp | 28.19%-2.6pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,738 | $3,220-46.0% | $2,521-31.1% | $4,762-63.5% |
| Participant deferral / active EE | $3,631 | $4,778-24.0% | $4,049-10.3% | $5,850-37.9% |
| Admin fee / account holder | $1,723 | $12,205-85.9% | $7,497-77.0% | $11,596-85.1% |