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 | $110,466 | $83,477+32.3% | $125,175-11.8% | $72,985+51.4% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.5%-17.5pp |
| Annual return | 16.29% | 25.78%-9.5pp | 43.79%-27.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,440 | $2,345-38.6% | $3,865-62.7% | $2,440-41.0% |
| Participant deferral / active EE | $3,259 | $3,585-9.1% | $4,937-34.0% | $3,607-9.7% |
| Admin fee / account holder | $905 | $5,517-83.6% | $9,702-90.7% | $5,124-82.3% |