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 | $107,005 | $81,460+31.4% | $103,333+3.6% | $80,856+32.3% |
| Participation rate | 56.5% | 66.8%-10.3pp | 74.5%-18.0pp | 67.6%-11.1pp |
| Annual return | 12.53% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,135 | $3,105+1.0% | $3,868-19.0% | $2,755+13.8% |
| Participant deferral / active EE | $4,492 | $3,869+16.1% | $5,057-11.2% | $4,296+4.6% |
| Admin fee / account holder | $4,847 | $6,566-26.2% | $8,355-42.0% | $6,918-29.9% |