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 | $97,094 | $81,248+19.5% | $155,509-37.6% | $80,856+20.1% |
| Participation rate | 56.3% | 66.2%-10.0pp | 78.2%-21.9pp | 67.6%-11.4pp |
| Annual return | 11.99% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,129 | $3,100+33.2% | $4,672-11.6% | $2,755+49.9% |
| Participant deferral / active EE | $4,703 | $3,452+36.3% | $5,626-16.4% | $4,296+9.5% |
| Admin fee / account holder | $2,050 | $7,997-74.4% | $15,912-87.1% | $6,918-70.4% |