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 | $81,499 | $54,541+49.4% | $78,778+3.5% | $70,131+16.2% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 15.12% | 21.07%-5.9pp | 35.62%-20.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,004 | $1,089-7.8% | $1,986-49.5% | $2,342-57.2% |
| Participant deferral / active EE | $1,835 | $2,210-17.0% | $2,958-38.0% | $3,332-44.9% |
| Admin fee / account holder | $8,370 | $3,709+125.7% | $5,134+63.0% | $4,645+80.2% |