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 | $140,028 | $192,717-27.3% | $142,449-1.7% | $139,434+0.4% |
| Participation rate | 45.5% | 81.5%-36.0pp | 76.8%-31.3pp | 80.3%-34.9pp |
| Annual return | 13.97% | 17.99%-4.0pp | 19.99%-6.0pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,049 | $5,806-47.5% | $4,847-37.1% | $4,751-35.8% |
| Participant deferral / active EE | $4,435 | $7,208-38.5% | $6,283-29.4% | $6,710-33.9% |
| Admin fee / account holder | $13,630 | $15,124-9.9% | $10,011+36.2% | $11,403+19.5% |