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 | $104,065 | $101,763+2.3% | $164,866-36.9% | $80,874+28.7% |
| Participation rate | 43.1% | 71.8%-28.7pp | 78.6%-35.5pp | 67.6%-24.5pp |
| Annual return | 12.54% | 16.73%-4.2pp | 69.97%-57.4pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,881 | $2,954-36.3% | $4,343-56.7% | $2,756-31.7% |
| Participant deferral / active EE | $3,203 | $4,477-28.5% | $6,033-46.9% | $4,297-25.5% |
| Admin fee / account holder | $9,000 | $8,228+9.4% | $12,689-29.1% | $6,935+29.8% |