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 | $104,282 | $87,013+19.8% | $106,213-1.8% | $80,856+29.0% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.3%-44.6pp | 67.6%-37.0pp |
| Annual return | 16.80% | 17.05%-0.3pp | 116.14%-99.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,049 | $2,395-56.2% | $3,171-66.9% | $2,755-61.9% |
| Participant deferral / active EE | $1,752 | $3,986-56.0% | $5,016-65.1% | $4,296-59.2% |
| Admin fee / account holder | $6,424 | $8,431-23.8% | $11,033-41.8% | $6,918-7.1% |