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 | $114,161 | $109,881+3.9% | $150,045-23.9% | $84,808+34.6% |
| Participation rate | 62.1% | 76.1%-14.0pp | 82.3%-20.2pp | 68.3%-6.2pp |
| Annual return | 15.59% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,073 | $3,561-69.9% | $4,693-77.1% | $2,631-59.2% |
| Participant deferral / active EE | $6,178 | $6,636-6.9% | $7,997-22.7% | $4,212+46.7% |
| Admin fee / account holder | $4,948 | $8,568-42.3% | $13,435-63.2% | $7,344-32.6% |