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 | $87,351 | $73,933+18.1% | $96,683-9.7% | $75,163+16.2% |
| Participation rate | 32.7% | 66.4%-33.7pp | 74.3%-41.7pp | 67.2%-34.5pp |
| Annual return | 16.11% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,810 | $2,928-38.2% | $3,737-51.6% | $2,670-32.2% |
| Participant deferral / active EE | $4,195 | $3,659+14.7% | $4,878-14.0% | $4,125+1.7% |
| Admin fee / account holder | $14,911 | $5,216+185.9% | $6,730+121.6% | $5,651+163.9% |