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 | $107,801 | $104,251+3.4% | $91,001+18.5% | $147,584-27.0% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 17.48% | 27.06%-9.6pp | 4.60%+12.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,705 | $3,116-45.3% | $2,456-30.6% | $4,876-65.0% |
| Participant deferral / active EE | $3,410 | $4,195-18.7% | $3,547-3.9% | $5,439-37.3% |
| Admin fee / account holder | $1,625 | $8,948-81.8% | $5,417-70.0% | $10,885-85.1% |