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 | $108,447 | $107,934+0.5% | $91,989+17.9% | $152,861-29.1% |
| Participation rate | 54.2% | 81.2%-27.0pp | 78.6%-24.5pp | 82.4%-28.3pp |
| Annual return | 18.14% | 89.24%-71.1pp | 69.02%-50.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,554 | $4,210-63.1% | $3,452-55.0% | $4,762-67.4% |
| Participant deferral / active EE | $3,746 | $6,364-41.1% | $5,923-36.8% | $5,850-36.0% |
| Admin fee / account holder | $29,215 | $10,520+177.7% | $7,743+277.3% | $11,596+151.9% |