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 | $107,691 | $94,625+13.8% | $116,228-7.3% | $84,808+27.0% |
| Participation rate | 45.0% | 70.4%-25.4pp | 74.6%-29.6pp | 68.3%-23.3pp |
| Annual return | 12.91% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,324 | $2,347-43.6% | $2,994-55.8% | $2,631-49.7% |
| Participant deferral / active EE | $2,207 | $3,972-44.4% | $4,953-55.4% | $4,212-47.6% |
| Admin fee / account holder | $2,500 | $10,091-75.2% | $11,989-79.2% | $7,344-66.0% |