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 | $98,935 | $94,625+4.6% | $116,228-14.9% | $84,808+16.7% |
| Participation rate | 46.3% | 70.4%-24.1pp | 74.6%-28.2pp | 68.3%-22.0pp |
| Annual return | 12.80% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,473 | $2,347-37.2% | $2,994-50.8% | $2,631-44.0% |
| Participant deferral / active EE | $2,742 | $3,972-31.0% | $4,953-44.6% | $4,212-34.9% |
| Admin fee / account holder | $3,553 | $10,091-64.8% | $11,989-70.4% | $7,344-51.6% |