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 | $106,446 | $74,927+42.1% | $101,794+4.6% | $84,808+25.5% |
| Participation rate | 60.8% | 61.4%-0.6pp | 69.2%-8.4pp | 68.3%-7.5pp |
| Annual return | 16.90% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,817 | $1,522+19.4% | $2,289-20.6% | $2,631-30.9% |
| Participant deferral / active EE | $3,103 | $3,099+0.1% | $4,084-24.0% | $4,212-26.3% |
| Admin fee / account holder | $900 | $6,514-86.2% | $8,777-89.7% | $7,344-87.7% |