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 | $109,677 | $101,724+7.8% | $164,813-33.5% | $80,856+35.6% |
| Participation rate | 45.7% | 71.8%-26.2pp | 78.6%-33.0pp | 67.6%-22.0pp |
| Annual return | 17.03% | 16.72%+0.3pp | 69.93%-52.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,731 | $2,953-41.4% | $4,341-60.1% | $2,755-37.2% |
| Participant deferral / active EE | $4,164 | $4,477-7.0% | $6,031-31.0% | $4,296-3.1% |
| Admin fee / account holder | $8,868 | $8,227+7.8% | $12,690-30.1% | $6,918+28.2% |