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 | $100,103 | $87,013+15.0% | $106,213-5.8% | $80,856+23.8% |
| Participation rate | 52.0% | 70.4%-18.4pp | 75.3%-23.2pp | 67.6%-15.6pp |
| Annual return | 13.58% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,310 | $2,395-3.5% | $3,171-27.1% | $2,755-16.1% |
| Participant deferral / active EE | $3,494 | $3,986-12.3% | $5,016-30.3% | $4,296-18.7% |
| Admin fee / account holder | $3,190 | $8,431-62.2% | $11,033-71.1% | $6,918-53.9% |