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 | $115,113 | $109,881+4.8% | $150,045-23.3% | $84,808+35.7% |
| Participation rate | 66.0% | 76.1%-10.0pp | 82.3%-16.3pp | 68.3%-2.3pp |
| Annual return | 16.92% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,290 | $3,561-63.8% | $4,693-72.5% | $2,631-51.0% |
| Participant deferral / active EE | $3,163 | $6,636-52.3% | $7,997-60.4% | $4,212-24.9% |
| Admin fee / account holder | $3,855 | $8,568-55.0% | $13,435-71.3% | $7,344-47.5% |