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 | $105,304 | $89,753+17.3% | $107,525-2.1% | $84,808+24.2% |
| Participation rate | 50.9% | 68.1%-17.2pp | 75.1%-24.2pp | 68.3%-17.4pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,382 | $3,113-55.6% | $3,754-63.2% | $2,631-47.5% |
| Participant deferral / active EE | $3,514 | $4,056-13.4% | $5,116-31.3% | $4,212-16.6% |
| Admin fee / account holder | $4,857 | $7,222-32.7% | $8,919-45.5% | $7,344-33.9% |