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 | $105,469 | $94,031+12.2% | $115,768-8.9% | $82,448+27.9% |
| Participation rate | 60.7% | 70.4%-9.7pp | 74.4%-13.7pp | 68.1%-7.4pp |
| Annual return | 16.76% | 20.61%-3.9pp | 100.46%-83.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $737 | $2,323-68.3% | $2,940-74.9% | $2,551-71.1% |
| Participant deferral / active EE | $2,606 | $3,972-34.4% | $4,917-47.0% | $4,139-37.1% |
| Admin fee / account holder | $25,829 | $10,249+152.0% | $12,439+107.6% | $7,234+257.0% |