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 | $102,599 | $93,571+9.6% | $135,903-24.5% | $75,163+36.5% |
| Participation rate | 56.5% | 75.2%-18.7pp | 81.9%-25.5pp | 67.2%-10.7pp |
| Annual return | 15.99% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,548 | $3,537-56.2% | $4,856-68.1% | $2,670-42.0% |
| Participant deferral / active EE | $3,687 | $6,404-42.4% | $7,758-52.5% | $4,125-10.6% |
| Admin fee / account holder | $1,322 | $6,975-81.1% | $10,762-87.7% | $5,651-76.6% |