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 | $115,658 | $95,803+20.7% | $113,168+2.2% | $84,808+36.4% |
| Participation rate | 63.9% | 72.9%-9.0pp | 76.6%-12.7pp | 68.3%-4.4pp |
| Annual return | 17.83% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,857 | $2,360-21.3% | $2,975-37.6% | $2,631-29.4% |
| Participant deferral / active EE | $3,526 | $4,242-16.9% | $5,107-31.0% | $4,212-16.3% |
| Admin fee / account holder | $2,728 | $8,989-69.7% | $12,068-77.4% | $7,344-62.9% |