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 | $95,469 | $109,413-12.7% | $156,263-38.9% | $84,808+12.6% |
| Participation rate | 44.9% | 72.7%-27.7pp | 78.9%-34.0pp | 68.3%-23.4pp |
| Annual return | 13.89% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,110 | $2,907-61.8% | $4,333-74.4% | $2,631-57.8% |
| Participant deferral / active EE | $2,357 | $4,590-48.7% | $6,158-61.7% | $4,212-44.0% |
| Admin fee / account holder | $13,734 | $9,357+46.8% | $14,255-3.7% | $7,344+87.0% |