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 | $102,116 | $95,803+6.6% | $113,168-9.8% | $84,808+20.4% |
| Participation rate | 60.7% | 72.9%-12.2pp | 76.6%-15.9pp | 68.3%-7.6pp |
| Annual return | 13.09% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $708 | $2,360-70.0% | $2,975-76.2% | $2,631-73.1% |
| Participant deferral / active EE | $3,065 | $4,242-27.7% | $5,107-40.0% | $4,212-27.2% |
| Admin fee / account holder | $1,093 | $8,989-87.8% | $12,068-90.9% | $7,344-85.1% |