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 | $100,821 | $86,944+16.0% | $107,525-6.2% | $74,304+35.7% |
| Participation rate | 45.7% | 59.6%-13.9pp | 75.1%-29.4pp | 60.3%-14.7pp |
| Annual return | 16.97% | 23.52%-6.5pp | 181.32%-164.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,203 | $2,757-56.3% | $3,754-67.9% | $2,241-46.3% |
| Participant deferral / active EE | $3,456 | $3,554-2.8% | $5,116-32.4% | $3,767-8.3% |
| Admin fee / account holder | $2,921 | $3,727-21.6% | $8,919-67.3% | $2,969-1.6% |