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 | $107,442 | $117,983-8.9% | $101,794+5.5% | $142,382-24.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 13.27% | 36.92%-23.6pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $605 | $2,773-78.2% | $2,289-73.6% | $4,299-85.9% |
| Participant deferral / active EE | $1,784 | $4,714-62.1% | $4,084-56.3% | $6,507-72.6% |
| Admin fee / account holder | $31,130 | $10,433+198.4% | $8,777+254.7% | $12,624+146.6% |