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 | $98,369 | $80,717+21.9% | $154,803-36.5% | $84,808+16.0% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.2pp | 68.3%-21.4pp |
| Annual return | 15.80% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,099 | $2,761-24.0% | $4,305-51.2% | $2,631-20.2% |
| Participant deferral / active EE | $4,630 | $3,303+40.2% | $5,540-16.4% | $4,212+9.9% |
| Admin fee / account holder | $4,295 | $6,746-36.3% | $14,329-70.0% | $7,344-41.5% |