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 | $94,298 | $95,803-1.6% | $113,168-16.7% | $84,808+11.2% |
| Participation rate | 60.6% | 72.9%-12.3pp | 76.6%-16.0pp | 68.3%-7.7pp |
| Annual return | 13.76% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,887 | $2,360-20.0% | $2,975-36.6% | $2,631-28.3% |
| Participant deferral / active EE | $2,695 | $4,242-36.5% | $5,107-47.2% | $4,212-36.0% |
| Admin fee / account holder | $17,083 | $8,989+90.0% | $12,068+41.6% | $7,344+132.6% |