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 | $140,089 | $111,814+25.3% | $103,374+35.5% | $145,959-4.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.20% | 24.77%-9.6pp | 24.89%-9.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,110 | $4,214-26.2% | $3,869-19.6% | $4,661-33.3% |
| Participant deferral / active EE | $4,577 | $5,618-18.5% | $5,058-9.5% | $6,689-31.6% |
| Admin fee / account holder | $10,484 | $9,754+7.5% | $8,394+24.9% | $13,398-21.8% |