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 | $112,902 | $117,983-4.3% | $101,794+10.9% | $142,382-20.7% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.2%-16.2pp | 80.1%-27.2pp |
| Annual return | 11.87% | 36.92%-25.0pp | 30.53%-18.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,971 | $2,773-28.9% | $2,289-13.9% | $4,299-54.2% |
| Participant deferral / active EE | $5,174 | $4,714+9.8% | $4,084+26.7% | $6,507-20.5% |
| Admin fee / account holder | $24,342 | $10,433+133.3% | $8,777+177.3% | $12,624+92.8% |