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 | $103,433 | $106,584-3.0% | $101,326+2.1% | $142,382-27.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 12.66% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,721 | $3,956-56.5% | $3,665-53.1% | $4,299-60.0% |
| Participant deferral / active EE | $3,984 | $8,297-52.0% | $7,994-50.2% | $6,507-38.8% |
| Admin fee / account holder | $44,625 | $11,446+289.9% | $11,185+299.0% | $12,624+253.5% |