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 | $100,026 | $104,974-4.7% | $95,585+4.6% | $142,382-29.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.77% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,313 | $2,779-52.7% | $2,527-48.0% | $4,299-69.5% |
| Participant deferral / active EE | $2,833 | $4,352-34.9% | $4,023-29.6% | $6,507-56.5% |
| Admin fee / account holder | $15,862 | $6,386+148.4% | $6,127+158.9% | $12,624+25.7% |