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 | $105,502 | $108,825-3.1% | $156,181-32.4% | $82,448+28.0% |
| Participation rate | 58.1% | 72.4%-14.3pp | 78.8%-20.8pp | 68.1%-10.0pp |
| Annual return | 14.98% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,500 | $2,870-12.9% | $4,294-41.8% | $2,551-2.0% |
| Participant deferral / active EE | $3,175 | $4,577-30.6% | $6,132-48.2% | $4,139-23.3% |
| Admin fee / account holder | $2,590 | $9,341-72.3% | $14,586-82.2% | $7,234-64.2% |