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 3-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 | $108,183 | $133,922-19.2% | $116,228-6.9% | $142,382-24.0% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.6%-10.9pp | 80.1%-16.5pp |
| Annual return | 17.07% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,343 | $3,446-3.0% | $2,994+11.6% | $4,299-22.2% |
| Participant deferral / active EE | $5,912 | $5,672+4.2% | $4,953+19.4% | $6,507-9.1% |
| Admin fee / account holder | $11,624 | $14,945-22.2% | $11,989-3.0% | $12,624-7.9% |