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 | $98,770 | $80,717+22.4% | $154,803-36.2% | $84,808+16.5% |
| Participation rate | 39.7% | 66.8%-27.2pp | 78.1%-38.4pp | 68.3%-28.7pp |
| Annual return | 15.31% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,013 | $2,761-27.1% | $4,305-53.2% | $2,631-23.5% |
| Participant deferral / active EE | $2,428 | $3,303-26.5% | $5,540-56.2% | $4,212-42.4% |
| Admin fee / account holder | $1,134 | $6,746-83.2% | $14,329-92.1% | $7,344-84.6% |