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 | $102,051 | $86,944+17.4% | $107,525-5.1% | $74,304+37.3% |
| Participation rate | 54.0% | 59.6%-5.6pp | 75.1%-21.1pp | 60.3%-6.4pp |
| Annual return | 13.64% | 23.52%-9.9pp | 181.32%-167.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,107 | $2,757-59.8% | $3,754-70.5% | $2,241-50.6% |
| Participant deferral / active EE | $4,459 | $3,554+25.5% | $5,116-12.8% | $3,767+18.4% |
| Admin fee / account holder | $26,224 | $3,727+603.7% | $8,919+194.0% | $2,969+783.3% |