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 | $118,908 | $71,370+66.6% | $131,982-9.9% | $71,370+66.6% |
| Participation rate | 68.8% | 55.1%+13.7pp | 86.8%-18.0pp | 55.1%+13.7pp |
| Annual return | 13.56% | 15.87%-2.3pp | -4.02%+17.6pp | 15.87%-2.3pp |
| Employer contribution / active EE | $1,663 | $1,874-11.3% | $3,768-55.9% | $1,874-11.3% |
| Participant deferral / active EE | $5,897 | $2,656+122.0% | $3,959+48.9% | $2,656+122.0% |
| Admin fee / account holder | $5,279 | $6,050-12.8% | $6,995-24.5% | $6,050-12.8% |