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 | $112,396 | $95,453+17.7% | $112,040+0.3% | $82,448+36.3% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 17.11% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,298 | $2,318-0.8% | $2,954-22.2% | $2,551-9.9% |
| Participant deferral / active EE | $3,803 | $4,224-10.0% | $5,098-25.4% | $4,139-8.1% |
| Admin fee / account holder | $1,947 | $9,013-78.4% | $12,098-83.9% | $7,234-73.1% |