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 | $97,206 | $81,248+19.6% | $155,509-37.5% | $80,856+20.2% |
| Participation rate | 38.6% | 66.2%-27.6pp | 78.2%-39.5pp | 67.6%-29.0pp |
| Annual return | 14.10% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $908 | $3,100-70.7% | $4,672-80.6% | $2,755-67.1% |
| Participant deferral / active EE | $2,787 | $3,452-19.2% | $5,626-50.5% | $4,296-35.1% |
| Admin fee / account holder | $5,158 | $7,997-35.5% | $15,912-67.6% | $6,918-25.4% |