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 | $108,219 | $88,672+22.0% | $105,223+2.8% | $82,448+31.3% |
| Participation rate | 58.4% | 67.9%-9.5pp | 75.0%-16.6pp | 68.1%-9.6pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,624 | $3,048-46.7% | $3,689-56.0% | $2,551-36.3% |
| Participant deferral / active EE | $3,403 | $4,036-15.7% | $5,072-32.9% | $4,139-17.8% |
| Admin fee / account holder | $865 | $7,146-87.9% | $8,859-90.2% | $7,234-88.0% |