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 | $147,960 | $116,875+26.6% | $146,762+0.8% | $116,875+26.6% |
| Participation rate | 62.9% | 74.5%-11.7pp | 81.7%-18.8pp | 74.5%-11.7pp |
| Annual return | 13.65% | 16.29%-2.6pp | -2.96%+16.6pp | 16.29%-2.6pp |
| Employer contribution / active EE | $2,346 | $3,288-28.6% | $3,453-32.0% | $3,288-28.6% |
| Participant deferral / active EE | $4,551 | $3,885+17.1% | $3,550+28.2% | $3,885+17.1% |
| Admin fee / account holder | $10,040 | $12,263-18.1% | $14,221-29.4% | $12,263-18.1% |