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 | $117,288 | $110,261+6.4% | $95,745+22.5% | $139,434-15.9% |
| Participation rate | 53.8% | 75.8%-21.9pp | 72.3%-18.4pp | 80.3%-26.5pp |
| Annual return | 18.62% | 27.11%-8.5pp | 28.35%-9.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,398 | $3,257-57.1% | $2,835-50.7% | $4,751-70.6% |
| Participant deferral / active EE | $3,652 | $4,676-21.9% | $4,245-14.0% | $6,710-45.6% |
| Admin fee / account holder | $2,474 | $6,613-62.6% | $5,678-56.4% | $11,403-78.3% |