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 | $97,933 | $101,763-3.8% | $164,866-40.6% | $80,874+21.1% |
| Participation rate | 44.4% | 71.8%-27.4pp | 78.6%-34.2pp | 67.6%-23.2pp |
| Annual return | 16.54% | 16.73%-0.2pp | 69.97%-53.4pp | 35.62%-19.1pp |
| Employer contribution / active EE | $1,649 | $2,954-44.2% | $4,343-62.0% | $2,756-40.1% |
| Participant deferral / active EE | $3,400 | $4,477-24.1% | $6,033-43.6% | $4,297-20.9% |
| Admin fee / account holder | $4,159 | $8,228-49.5% | $12,689-67.2% | $6,935-40.0% |