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 | $104,319 | $88,672+17.6% | $105,223-0.9% | $82,448+26.5% |
| Participation rate | 45.9% | 67.9%-22.0pp | 75.0%-29.1pp | 68.1%-22.2pp |
| Annual return | 19.14% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,706 | $3,048-44.0% | $3,689-53.7% | $2,551-33.1% |
| Participant deferral / active EE | $4,051 | $4,036+0.4% | $5,072-20.1% | $4,139-2.1% |
| Admin fee / account holder | $387 | $7,146-94.6% | $8,859-95.6% | $7,234-94.6% |