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 | $99,094 | $81,460+21.6% | $103,333-4.1% | $80,856+22.6% |
| Participation rate | 41.0% | 66.8%-25.9pp | 74.5%-33.5pp | 67.6%-26.7pp |
| Annual return | 13.11% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,735 | $3,105-44.1% | $3,868-55.1% | $2,755-37.0% |
| Participant deferral / active EE | $5,040 | $3,869+30.3% | $5,057-0.4% | $4,296+17.3% |
| Admin fee / account holder | $2,632 | $6,566-59.9% | $8,355-68.5% | $6,918-62.0% |