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 | $106,723 | $101,724+4.9% | $164,813-35.2% | $80,856+32.0% |
| Participation rate | 63.0% | 71.8%-8.8pp | 78.6%-15.6pp | 67.6%-4.6pp |
| Annual return | 12.26% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $991 | $2,953-66.5% | $4,341-77.2% | $2,755-64.0% |
| Participant deferral / active EE | $3,859 | $4,477-13.8% | $6,031-36.0% | $4,296-10.2% |
| Admin fee / account holder | $14,516 | $8,227+76.4% | $12,690+14.4% | $6,918+109.8% |