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 | $108,200 | $80,717+34.0% | $154,803-30.1% | $84,808+27.6% |
| Participation rate | 48.3% | 66.8%-18.5pp | 78.1%-29.8pp | 68.3%-20.0pp |
| Annual return | 20.39% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,854 | $2,761-32.8% | $4,305-56.9% | $2,631-29.5% |
| Participant deferral / active EE | $3,362 | $3,303+1.8% | $5,540-39.3% | $4,212-20.2% |
| Admin fee / account holder | $2,058 | $6,746-69.5% | $14,329-85.6% | $7,344-72.0% |