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 | $111,330 | $96,484+15.4% | $156,263-28.8% | $74,304+49.8% |
| Participation rate | 55.3% | 67.7%-12.4pp | 78.9%-23.6pp | 60.3%-5.1pp |
| Annual return | 15.88% | 17.73%-1.9pp | 59.47%-43.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,314 | $2,528-48.0% | $4,333-69.7% | $2,241-41.4% |
| Participant deferral / active EE | $6,767 | $4,286+57.9% | $6,158+9.9% | $3,767+79.6% |
| Admin fee / account holder | $9,358 | $3,728+151.1% | $14,255-34.3% | $2,969+215.2% |