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 | $109,149 | $97,125+12.4% | $86,233+26.6% | $137,256-20.5% |
| Participation rate | 43.8% | 74.2%-30.4pp | 69.0%-25.3pp | 80.0%-36.2pp |
| Annual return | 15.16% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,008 | $2,841-64.5% | $2,504-59.8% | $4,156-75.8% |
| Participant deferral / active EE | $1,021 | $5,180-80.3% | $4,559-77.6% | $6,407-84.1% |
| Admin fee / account holder | $7,671 | $9,725-21.1% | $8,342-8.0% | $12,270-37.5% |