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 | $106,916 | $101,724+5.1% | $164,813-35.1% | $80,856+32.2% |
| Participation rate | 56.1% | 71.8%-15.8pp | 78.6%-22.5pp | 67.6%-11.6pp |
| Annual return | 16.37% | 16.72%-0.3pp | 69.93%-53.6pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,211 | $2,953-59.0% | $4,341-72.1% | $2,755-56.1% |
| Participant deferral / active EE | $3,496 | $4,477-21.9% | $6,031-42.0% | $4,296-18.6% |
| Admin fee / account holder | $5,584 | $8,227-32.1% | $12,690-56.0% | $6,918-19.3% |