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 | $101,262 | $95,266+6.3% | $82,389+22.9% | $142,382-28.9% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.5%-16.6pp | 80.1%-27.2pp |
| Annual return | 13.87% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,499 | $2,991-49.9% | $2,517-40.4% | $4,299-65.1% |
| Participant deferral / active EE | $2,922 | $4,809-39.2% | $4,155-29.7% | $6,507-55.1% |
| Admin fee / account holder | $29,591 | $8,563+245.5% | $7,231+309.2% | $12,624+134.4% |