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 | $97,137 | $89,753+8.2% | $107,525-9.7% | $84,808+14.5% |
| Participation rate | 41.2% | 68.1%-26.9pp | 75.1%-33.9pp | 68.3%-27.1pp |
| Annual return | 15.51% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $835 | $3,113-73.2% | $3,754-77.8% | $2,631-68.3% |
| Participant deferral / active EE | $3,084 | $4,056-24.0% | $5,116-39.7% | $4,212-26.8% |
| Admin fee / account holder | $1,916 | $7,222-73.5% | $8,919-78.5% | $7,344-73.9% |