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 | $76,726 | $73,933+3.8% | $96,683-20.6% | $75,163+2.1% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 17.61% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,080 | $2,928+5.2% | $3,737-17.6% | $2,670+15.4% |
| Participant deferral / active EE | $5,700 | $3,659+55.8% | $4,878+16.9% | $4,125+38.2% |
| Admin fee / account holder | $7,032 | $5,216+34.8% | $6,730+4.5% | $5,651+24.4% |