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 | $98,869 | $91,552+8.0% | $133,956-26.2% | $79,858+23.8% |
| Participation rate | 51.8% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.8pp |
| Annual return | 16.08% | 61.85%-45.8pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,606 | $2,384-32.6% | $3,919-59.0% | $2,471-35.0% |
| Participant deferral / active EE | $3,412 | $3,733-8.6% | $5,048-32.4% | $3,740-8.8% |
| Admin fee / account holder | $24,856 | $6,321+293.2% | $8,927+178.4% | $5,306+368.4% |