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 | $108,171 | $106,749+1.3% | $145,433-25.6% | $82,448+31.2% |
| Participation rate | 47.4% | 75.6%-28.3pp | 82.1%-34.8pp | 68.1%-20.7pp |
| Annual return | 20.52% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,297 | $3,444-62.3% | $4,554-71.5% | $2,551-49.1% |
| Participant deferral / active EE | $7,169 | $6,519+10.0% | $7,897-9.2% | $4,139+73.2% |
| Admin fee / account holder | $8,079 | $8,390-3.7% | $13,129-38.5% | $7,234+11.7% |