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 | $113,455 | $96,557+17.5% | $80,975+40.1% | $273,961-58.6% |
| Participation rate | 23.8% | 79.1%-55.3pp | 75.8%-52.0pp | 83.0%-59.2pp |
| Annual return | 5.47% | 15.14%-9.7pp | 17.10%-11.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,269 | $4,868-73.9% | $3,714-65.8% | $4,869-73.9% |
| Participant deferral / active EE | $1,816 | $6,598-72.5% | $5,696-68.1% | $5,287-65.7% |
| Admin fee / account holder | $4,631 | $7,492-38.2% | $5,516-16.0% | $10,132-54.3% |