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 | $88,573 | $95,266-7.0% | $82,389+7.5% | $142,382-37.8% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.5%-4.8pp | 80.1%-15.4pp |
| Annual return | 18.99% | 25.74%-6.7pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,736 | $2,991-8.5% | $2,517+8.7% | $4,299-36.3% |
| Participant deferral / active EE | $4,192 | $4,809-12.8% | $4,155+0.9% | $6,507-35.6% |
| Admin fee / account holder | $10,519 | $8,563+22.8% | $7,231+45.5% | $12,624-16.7% |