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 | $141,298 | $124,425+13.6% | $112,040+26.1% | $137,256+2.9% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 16.81% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,324 | $3,411-61.2% | $2,954-55.2% | $4,156-68.1% |
| Participant deferral / active EE | $2,662 | $5,718-53.5% | $5,098-47.8% | $6,407-58.5% |
| Admin fee / account holder | $3,505 | $15,207-77.0% | $12,098-71.0% | $12,270-71.4% |