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 | $93,445 | $91,552+2.1% | $133,956-30.2% | $79,858+17.0% |
| Participation rate | 39.3% | 73.3%-34.1pp | 79.8%-40.6pp | 69.6%-30.3pp |
| Annual return | 18.11% | 61.85%-43.7pp | 45.09%-27.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,129 | $2,384-52.6% | $3,919-71.2% | $2,471-54.3% |
| Participant deferral / active EE | $1,982 | $3,733-46.9% | $5,048-60.7% | $3,740-47.0% |
| Admin fee / account holder | $1,288 | $6,321-79.6% | $8,927-85.6% | $5,306-75.7% |