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 | $90,387 | $109,413-17.4% | $156,263-42.2% | $84,808+6.6% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 14.14% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,631 | $2,907-43.9% | $4,333-62.4% | $2,631-38.0% |
| Participant deferral / active EE | $2,859 | $4,590-37.7% | $6,158-53.6% | $4,212-32.1% |
| Admin fee / account holder | $2,178 | $9,357-76.7% | $14,255-84.7% | $7,344-70.3% |