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 | $92,573 | $73,933+25.2% | $96,683-4.3% | $75,163+23.2% |
| Participation rate | 48.9% | 66.4%-17.5pp | 74.3%-25.4pp | 67.2%-18.3pp |
| Annual return | 13.68% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,098 | $2,928-62.5% | $3,737-70.6% | $2,670-58.9% |
| Participant deferral / active EE | $3,127 | $3,659-14.5% | $4,878-35.9% | $4,125-24.2% |
| Admin fee / account holder | $22,551 | $5,216+332.3% | $6,730+235.1% | $5,651+299.1% |