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 9-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 | $95,428 | $102,605-7.0% | $145,661-34.5% | $84,808+12.5% |
| Participation rate | 64.4% | 74.3%-9.8pp | 77.2%-12.8pp | 68.3%-3.9pp |
| Annual return | 15.85% | 26.50%-10.7pp | 101.46%-85.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,661 | $3,325+10.1% | $4,238-13.6% | $2,631+39.1% |
| Participant deferral / active EE | $6,391 | $5,750+11.1% | $7,198-11.2% | $4,212+51.8% |
| Admin fee / account holder | $7,008 | $8,758-20.0% | $12,466-43.8% | $7,344-4.6% |