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 | $98,899 | $89,753+10.2% | $107,525-8.0% | $84,808+16.6% |
| Participation rate | 47.6% | 68.1%-20.4pp | 75.1%-27.5pp | 68.3%-20.7pp |
| Annual return | 15.59% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,386 | $3,113-55.5% | $3,754-63.1% | $2,631-47.3% |
| Participant deferral / active EE | $4,244 | $4,056+4.6% | $5,116-17.0% | $4,212+0.8% |
| Admin fee / account holder | $1,823 | $7,222-74.8% | $8,919-79.6% | $7,344-75.2% |