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 | $102,475 | $102,245+0.2% | $89,340+14.7% | $137,256-25.3% |
| Participation rate | 54.5% | 74.9%-20.3pp | 69.6%-15.0pp | 80.0%-25.4pp |
| Annual return | 12.13% | 21.89%-9.8pp | 20.57%-8.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,787 | $2,529-29.3% | $2,231-19.9% | $4,156-57.0% |
| Participant deferral / active EE | $6,363 | $4,436+43.4% | $3,823+66.5% | $6,407-0.7% |
| Admin fee / account holder | $2,625 | $8,085-67.5% | $6,704-60.8% | $12,270-78.6% |