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 | $147,407 | $146,267+0.8% | $197,124-25.2% | $82,448+78.8% |
| Participation rate | 64.6% | 84.0%-19.4pp | 86.7%-22.1pp | 68.1%-3.5pp |
| Annual return | 17.76% | 29.61%-11.8pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,545 | $4,723-46.1% | $6,227-59.1% | $2,551-0.2% |
| Participant deferral / active EE | $6,498 | $7,035-7.6% | $9,135-28.9% | $4,139+57.0% |
| Admin fee / account holder | $5,989 | $14,422-58.5% | $16,298-63.3% | $7,234-17.2% |