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 | $109,342 | $107,452+1.8% | $91,541+19.4% | $142,382-23.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.8%-11.4pp | 80.1%-21.8pp |
| Annual return | 17.74% | 22.06%-4.3pp | 20.50%-2.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,512 | $2,994-49.5% | $2,505-39.6% | $4,299-64.8% |
| Participant deferral / active EE | $3,546 | $4,754-25.4% | $4,008-11.5% | $6,507-45.5% |
| Admin fee / account holder | $3,929 | $8,834-55.5% | $6,956-43.5% | $12,624-68.9% |