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 | $110,177 | $101,724+8.3% | $164,813-33.2% | $80,856+36.3% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.6%-5.4pp |
| Annual return | 15.32% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $826 | $2,953-72.0% | $4,341-81.0% | $2,755-70.0% |
| Participant deferral / active EE | $3,710 | $4,477-17.1% | $6,031-38.5% | $4,296-13.6% |
| Admin fee / account holder | $13,804 | $8,227+67.8% | $12,690+8.8% | $6,918+99.5% |