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 | $93,545 | $95,803-2.4% | $113,168-17.3% | $84,808+10.3% |
| Participation rate | 55.0% | 72.9%-17.9pp | 76.6%-21.6pp | 68.3%-13.3pp |
| Annual return | 13.31% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,353 | $2,360-0.3% | $2,975-20.9% | $2,631-10.6% |
| Participant deferral / active EE | $3,509 | $4,242-17.3% | $5,107-31.3% | $4,212-16.7% |
| Admin fee / account holder | $6,088 | $8,989-32.3% | $12,068-49.6% | $7,344-17.1% |