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 | $96,756 | $94,625+2.3% | $116,228-16.8% | $84,808+14.1% |
| Participation rate | 45.9% | 70.4%-24.5pp | 74.6%-28.6pp | 68.3%-22.4pp |
| Annual return | 13.30% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,359 | $2,347-42.1% | $2,994-54.6% | $2,631-48.3% |
| Participant deferral / active EE | $2,377 | $3,972-40.2% | $4,953-52.0% | $4,212-43.6% |
| Admin fee / account holder | $2,502 | $10,091-75.2% | $11,989-79.1% | $7,344-65.9% |