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 | $118,785 | $95,803+24.0% | $113,168+5.0% | $84,808+40.1% |
| Participation rate | 57.4% | 72.9%-15.5pp | 76.6%-19.2pp | 68.3%-10.9pp |
| Annual return | 15.25% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,443 | $2,360-38.8% | $2,975-51.5% | $2,631-45.1% |
| Participant deferral / active EE | $3,277 | $4,242-22.7% | $5,107-35.8% | $4,212-22.2% |
| Admin fee / account holder | $3,240 | $8,989-64.0% | $12,068-73.2% | $7,344-55.9% |