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 | $87,310 | $109,413-20.2% | $156,263-44.1% | $84,808+3.0% |
| Participation rate | 47.2% | 72.7%-25.5pp | 78.9%-31.7pp | 68.3%-21.1pp |
| Annual return | 17.44% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,625 | $2,907-44.1% | $4,333-62.5% | $2,631-38.2% |
| Participant deferral / active EE | $3,725 | $4,590-18.8% | $6,158-39.5% | $4,212-11.6% |
| Admin fee / account holder | $598 | $9,357-93.6% | $14,255-95.8% | $7,344-91.9% |