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 | $94,163 | $88,672+6.2% | $105,223-10.5% | $82,448+14.2% |
| Participation rate | 44.1% | 67.9%-23.8pp | 75.0%-31.0pp | 68.1%-24.0pp |
| Annual return | 23.71% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,420 | $3,048-53.4% | $3,689-61.5% | $2,551-44.3% |
| Participant deferral / active EE | $2,520 | $4,036-37.6% | $5,072-50.3% | $4,139-39.1% |
| Admin fee / account holder | $3,798 | $7,146-46.9% | $8,859-57.1% | $7,234-47.5% |