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 | $105,925 | $90,503+17.0% | $78,689+34.6% | $273,961-61.3% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 7.55% | 75.60%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,643 | $3,176-48.3% | $2,851-42.4% | $4,869-66.3% |
| Participant deferral / active EE | $4,318 | $3,901+10.7% | $3,517+22.8% | $5,287-18.3% |
| Admin fee / account holder | $1,980 | $5,263-62.4% | $4,510-56.1% | $10,132-80.5% |