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 | $105,914 | $91,407+15.9% | $135,903-22.1% | $71,457+48.2% |
| Participation rate | 60.2% | 75.7%-15.5pp | 81.9%-21.7pp | 67.9%-7.7pp |
| Annual return | 23.52% | 29.90%-6.4pp | 68.23%-44.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,890 | $3,703-49.0% | $4,856-61.1% | $2,588-26.9% |
| Participant deferral / active EE | $4,761 | $7,092-32.9% | $7,758-38.6% | $4,289+11.0% |
| Admin fee / account holder | $5,651 | $1,266+346.5% | $10,762-47.5% | $1,587+256.0% |