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 | $107,596 | $87,870+22.4% | $113,168-4.9% | $74,304+44.8% |
| Participation rate | 57.7% | 70.7%-13.0pp | 76.6%-18.8pp | 60.3%-2.6pp |
| Annual return | 16.90% | 26.44%-9.5pp | 24.27%-7.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,196 | $2,277-47.5% | $2,975-59.8% | $2,241-46.6% |
| Participant deferral / active EE | $3,095 | $4,241-27.0% | $5,107-39.4% | $3,767-17.8% |
| Admin fee / account holder | $10,048 | $3,368+198.3% | $12,068-16.7% | $2,969+238.5% |