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 | $105,502 | $109,413-3.6% | $156,263-32.5% | $84,808+24.4% |
| Participation rate | 58.1% | 72.7%-14.6pp | 78.9%-20.8pp | 68.3%-10.2pp |
| Annual return | 14.98% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,500 | $2,907-14.0% | $4,333-42.3% | $2,631-5.0% |
| Participant deferral / active EE | $3,175 | $4,590-30.8% | $6,158-48.5% | $4,212-24.6% |
| Admin fee / account holder | $2,590 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |