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 | $115,570 | $109,881+5.2% | $150,045-23.0% | $84,808+36.3% |
| Participation rate | 63.5% | 76.1%-12.5pp | 82.3%-18.8pp | 68.3%-4.8pp |
| Annual return | 16.62% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,194 | $3,561-38.4% | $4,693-53.3% | $2,631-16.6% |
| Participant deferral / active EE | $4,787 | $6,636-27.9% | $7,997-40.1% | $4,212+13.7% |
| Admin fee / account holder | $20,457 | $8,568+138.8% | $13,435+52.3% | $7,344+178.6% |