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 | $97,060 | $89,753+8.1% | $107,525-9.7% | $84,808+14.4% |
| Participation rate | 43.8% | 68.1%-24.3pp | 75.1%-31.3pp | 68.3%-24.6pp |
| Annual return | 14.39% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,503 | $3,113-51.7% | $3,754-60.0% | $2,631-42.9% |
| Participant deferral / active EE | $4,005 | $4,056-1.3% | $5,116-21.7% | $4,212-4.9% |
| Admin fee / account holder | $11,942 | $7,222+65.4% | $8,919+33.9% | $7,344+62.6% |