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 | $105,211 | $109,881-4.2% | $150,045-29.9% | $84,808+24.1% |
| Participation rate | 61.2% | 76.1%-14.9pp | 82.3%-21.1pp | 68.3%-7.1pp |
| Annual return | 20.58% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,664 | $3,561-53.3% | $4,693-64.5% | $2,631-36.8% |
| Participant deferral / active EE | $3,208 | $6,636-51.7% | $7,997-59.9% | $4,212-23.8% |
| Admin fee / account holder | $3,036 | $8,568-64.6% | $13,435-77.4% | $7,344-58.7% |