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 | $97,035 | $77,314+25.5% | $177,989-45.5% | $80,856+20.0% |
| Participation rate | 59.4% | 65.7%-6.3pp | 77.1%-17.7pp | 67.6%-8.3pp |
| Annual return | 15.13% | 18.09%-3.0pp | 294.48%-279.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,154 | $2,292-49.6% | $3,949-70.8% | $2,755-58.1% |
| Participant deferral / active EE | $3,416 | $4,411-22.6% | $6,276-45.6% | $4,296-20.5% |
| Admin fee / account holder | $1,050 | $7,191-85.4% | $10,363-89.9% | $6,918-84.8% |