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 | $104,352 | $76,050+37.2% | $96,544+8.1% | $71,457+46.0% |
| Participation rate | 56.5% | 74.4%-17.9pp | 76.0%-19.5pp | 67.9%-11.4pp |
| Annual return | 14.33% | 22.81%-8.5pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,055 | $2,244-8.4% | $2,965-30.7% | $2,588-20.6% |
| Participant deferral / active EE | $2,478 | $4,215-41.2% | $4,851-48.9% | $4,289-42.2% |
| Admin fee / account holder | $8,021 | $2,707+196.3% | $8,252-2.8% | $1,587+405.3% |