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 | $109,190 | $93,571+16.7% | $135,903-19.7% | $75,163+45.3% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.8pp | 67.2%-5.1pp |
| Annual return | 16.56% | 30.90%-14.3pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,109 | $3,537-40.4% | $4,856-56.6% | $2,670-21.0% |
| Participant deferral / active EE | $3,558 | $6,404-44.4% | $7,758-54.1% | $4,125-13.8% |
| Admin fee / account holder | $2,682 | $6,975-61.5% | $10,762-75.1% | $5,651-52.5% |