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 | $105,900 | $109,413-3.2% | $156,263-32.2% | $84,808+24.9% |
| Participation rate | 36.7% | 72.7%-36.0pp | 78.9%-42.2pp | 68.3%-31.6pp |
| Annual return | 19.01% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,225 | $2,907-57.9% | $4,333-71.7% | $2,631-53.4% |
| Participant deferral / active EE | $3,321 | $4,590-27.6% | $6,158-46.1% | $4,212-21.1% |
| Admin fee / account holder | $18,252 | $9,357+95.1% | $14,255+28.0% | $7,344+148.5% |