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 | $118,791 | $106,749+11.3% | $145,433-18.3% | $82,448+44.1% |
| Participation rate | 36.7% | 75.6%-39.0pp | 82.1%-45.5pp | 68.1%-31.4pp |
| Annual return | 14.71% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,747 | $3,444-49.3% | $4,554-61.6% | $2,551-31.5% |
| Participant deferral / active EE | $3,795 | $6,519-41.8% | $7,897-52.0% | $4,139-8.3% |
| Admin fee / account holder | $3,087 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |