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 | $120,674 | $127,065-5.0% | $113,168+6.6% | $142,382-15.2% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 12.77% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,532 | $3,442-55.5% | $2,975-48.5% | $4,299-64.4% |
| Participant deferral / active EE | $3,052 | $5,716-46.6% | $5,107-40.2% | $6,507-53.1% |
| Admin fee / account holder | $12,050 | $15,736-23.4% | $12,068-0.1% | $12,624-4.5% |