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 | $100,821 | $83,369+20.9% | $105,223-4.2% | $67,986+48.3% |
| Participation rate | 45.7% | 56.3%-10.6pp | 75.0%-29.4pp | 57.2%-11.5pp |
| Annual return | 16.97% | 24.64%-7.7pp | 180.65%-163.7pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,203 | $2,541-52.6% | $3,689-67.4% | $2,019-40.4% |
| Participant deferral / active EE | $3,456 | $3,295+4.9% | $5,072-31.9% | $3,358+2.9% |
| Admin fee / account holder | $2,921 | $4,073-28.3% | $8,859-67.0% | $3,203-8.8% |