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 | $111,112 | $95,803+16.0% | $113,168-1.8% | $84,808+31.0% |
| Participation rate | 23.3% | 72.9%-49.6pp | 76.6%-53.3pp | 68.3%-45.1pp |
| Annual return | 17.67% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,425 | $2,360-39.6% | $2,975-52.1% | $2,631-45.9% |
| Participant deferral / active EE | $2,026 | $4,242-52.2% | $5,107-60.3% | $4,212-51.9% |
| Admin fee / account holder | $9,672 | $8,989+7.6% | $12,068-19.9% | $7,344+31.7% |