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 | $101,413 | $95,803+5.9% | $113,168-10.4% | $84,808+19.6% |
| Participation rate | 41.9% | 72.9%-30.9pp | 76.6%-34.6pp | 68.3%-26.4pp |
| Annual return | 22.21% | 25.00%-2.8pp | 24.27%-2.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,376 | $2,360-41.7% | $2,975-53.8% | $2,631-47.7% |
| Participant deferral / active EE | $3,694 | $4,242-12.9% | $5,107-27.7% | $4,212-12.3% |
| Admin fee / account holder | $6,612 | $8,989-26.4% | $12,068-45.2% | $7,344-10.0% |