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 | $107,666 | $89,753+20.0% | $107,525+0.1% | $84,808+27.0% |
| Participation rate | 53.2% | 68.1%-14.9pp | 75.1%-21.9pp | 68.3%-15.1pp |
| Annual return | 15.09% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,658 | $3,113-46.8% | $3,754-55.8% | $2,631-37.0% |
| Participant deferral / active EE | $4,200 | $4,056+3.5% | $5,116-17.9% | $4,212-0.3% |
| Admin fee / account holder | $3,305 | $7,222-54.2% | $8,919-62.9% | $7,344-55.0% |