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 | $93,485 | $91,552+2.1% | $133,956-30.2% | $79,858+17.1% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 13.30% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,382 | $2,384-42.0% | $3,919-64.7% | $2,471-44.1% |
| Participant deferral / active EE | $3,285 | $3,733-12.0% | $5,048-34.9% | $3,740-12.2% |
| Admin fee / account holder | $625 | $6,321-90.1% | $8,927-93.0% | $5,306-88.2% |