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 | $104,324 | $83,477+25.0% | $125,175-16.7% | $72,985+42.9% |
| Participation rate | 43.6% | 73.3%-29.7pp | 79.8%-36.2pp | 69.5%-25.9pp |
| Annual return | 20.35% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,958 | $2,345-16.5% | $3,865-49.3% | $2,440-19.7% |
| Participant deferral / active EE | $4,588 | $3,585+28.0% | $4,937-7.1% | $3,607+27.2% |
| Admin fee / account holder | $889 | $5,517-83.9% | $9,702-90.8% | $5,124-82.6% |