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 | $114,512 | $110,257+3.9% | $96,544+18.6% | $139,434-17.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 14.42% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,071 | $3,620-42.8% | $2,965-30.1% | $4,751-56.4% |
| Participant deferral / active EE | $3,581 | $5,548-35.5% | $4,851-26.2% | $6,710-46.6% |
| Admin fee / account holder | $1,619 | $11,591-86.0% | $8,252-80.4% | $11,403-85.8% |