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 | $111,337 | $89,698+24.1% | $103,476+7.6% | $80,856+37.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 80.5%-40.5pp | 67.6%-27.6pp |
| Annual return | 12.98% | 22.78%-9.8pp | 23.90%-10.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,070 | $4,018-73.4% | $4,672-77.1% | $2,755-61.2% |
| Participant deferral / active EE | $2,930 | $5,456-46.3% | $6,623-55.8% | $4,296-31.8% |
| Admin fee / account holder | $4,422 | $6,768-34.7% | $9,413-53.0% | $6,918-36.1% |