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 | $100,917 | $87,013+16.0% | $106,213-5.0% | $80,856+24.8% |
| Participation rate | 49.5% | 70.4%-21.0pp | 75.3%-25.8pp | 67.6%-18.2pp |
| Annual return | 15.05% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,898 | $2,395-20.7% | $3,171-40.1% | $2,755-31.1% |
| Participant deferral / active EE | $3,396 | $3,986-14.8% | $5,016-32.3% | $4,296-20.9% |
| Admin fee / account holder | $340 | $8,431-96.0% | $11,033-96.9% | $6,918-95.1% |