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 | $128,836 | $106,515+21.0% | $96,683+33.3% | $139,434-7.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.78% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,053 | $4,103-74.3% | $3,737-71.8% | $4,751-77.8% |
| Participant deferral / active EE | $1,783 | $5,454-67.3% | $4,878-63.5% | $6,710-73.4% |
| Admin fee / account holder | $13,819 | $7,877+75.4% | $6,730+105.3% | $11,403+21.2% |