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 | $92,378 | $89,753+2.9% | $107,525-14.1% | $84,808+8.9% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 19.48% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,861 | $3,113-40.2% | $3,754-50.4% | $2,631-29.3% |
| Participant deferral / active EE | $2,311 | $4,056-43.0% | $5,116-54.8% | $4,212-45.1% |
| Admin fee / account holder | $397 | $7,222-94.5% | $8,919-95.6% | $7,344-94.6% |