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 | $84,123 | $106,749-21.2% | $145,433-42.2% | $82,448+2.0% |
| Participation rate | 64.1% | 75.6%-11.6pp | 82.1%-18.1pp | 68.1%-4.0pp |
| Annual return | 17.56% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,869 | $3,444+12.3% | $4,554-15.1% | $2,551+51.7% |
| Participant deferral / active EE | $5,826 | $6,519-10.6% | $7,897-26.2% | $4,139+40.7% |
| Admin fee / account holder | $13,413 | $8,390+59.9% | $13,129+2.2% | $7,234+85.4% |