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 | $92,333 | $87,870+5.1% | $113,168-18.4% | $74,304+24.3% |
| Participation rate | 62.6% | 70.7%-8.2pp | 76.6%-14.0pp | 60.3%+2.2pp |
| Annual return | 14.23% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,575 | $2,277-30.8% | $2,975-47.1% | $2,241-29.7% |
| Participant deferral / active EE | $3,001 | $4,241-29.2% | $5,107-41.2% | $3,767-20.3% |
| Admin fee / account holder | $817 | $3,368-75.7% | $12,068-93.2% | $2,969-72.5% |