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 | $62,142 | $58,512+6.2% | $84,015-26.0% | $72,985-14.9% |
| Participation rate | 46.3% | 61.2%-14.9pp | 69.0%-22.7pp | 69.5%-23.1pp |
| Annual return | 19.19% | 28.93%-9.7pp | 71.31%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,039 | $1,163-10.7% | $1,983-47.6% | $2,440-57.4% |
| Participant deferral / active EE | $3,633 | $2,394+51.8% | $3,239+12.2% | $3,607+0.7% |
| Admin fee / account holder | $14,335 | $4,569+213.8% | $6,101+135.0% | $5,124+179.7% |