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 | $132,469 | $109,413+21.1% | $156,263-15.2% | $84,808+56.2% |
| Participation rate | 57.4% | 72.7%-15.3pp | 78.9%-21.5pp | 68.3%-10.9pp |
| Annual return | 15.61% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,418 | $2,907-51.2% | $4,333-67.3% | $2,631-46.1% |
| Participant deferral / active EE | $2,266 | $4,590-50.6% | $6,158-63.2% | $4,212-46.2% |
| Admin fee / account holder | $2,352 | $9,357-74.9% | $14,255-83.5% | $7,344-68.0% |