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 | $99,770 | $89,753+11.2% | $107,525-7.2% | $84,808+17.6% |
| Participation rate | 39.5% | 68.1%-28.6pp | 75.1%-35.6pp | 68.3%-28.8pp |
| Annual return | 13.58% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $928 | $3,113-70.2% | $3,754-75.3% | $2,631-64.7% |
| Participant deferral / active EE | $2,333 | $4,056-42.5% | $5,116-54.4% | $4,212-44.6% |
| Admin fee / account holder | $3,319 | $7,222-54.0% | $8,919-62.8% | $7,344-54.8% |