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 | $108,314 | $109,413-1.0% | $156,263-30.7% | $84,808+27.7% |
| Participation rate | 65.5% | 72.7%-7.2pp | 78.9%-13.4pp | 68.3%-2.8pp |
| Annual return | 18.35% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,589 | $2,907+23.5% | $4,333-17.2% | $2,631+36.4% |
| Participant deferral / active EE | $6,820 | $4,590+48.6% | $6,158+10.7% | $4,212+61.9% |
| Admin fee / account holder | $1,192 | $9,357-87.3% | $14,255-91.6% | $7,344-83.8% |