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 | $76,057 | $86,891-12.5% | $142,449-46.6% | $75,163+1.2% |
| Participation rate | 58.8% | 68.5%-9.7pp | 76.8%-18.0pp | 67.2%-8.4pp |
| Annual return | 20.68% | 23.31%-2.6pp | 19.99%+0.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,780 | $3,355-17.2% | $4,847-42.7% | $2,670+4.1% |
| Participant deferral / active EE | $3,314 | $4,938-32.9% | $6,283-47.3% | $4,125-19.7% |
| Admin fee / account holder | $3,908 | $7,299-46.5% | $10,011-61.0% | $5,651-30.8% |