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 | $110,921 | $101,883+8.9% | $453,369-75.5% | $85,850+29.2% |
| Participation rate | 64.3% | 72.3%-8.0pp | 78.0%-13.7pp | 69.3%-5.0pp |
| Annual return | 12.60% | 25.38%-12.8pp | 64.40%-51.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,015 | $2,847-29.2% | $4,070-50.5% | $2,565-21.5% |
| Participant deferral / active EE | $3,593 | $4,782-24.9% | $6,209-42.1% | $3,952-9.1% |
| Admin fee / account holder | $2,459 | $5,706-56.9% | $11,209-78.1% | $6,260-60.7% |