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 | $98,591 | $88,672+11.2% | $105,223-6.3% | $82,448+19.6% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 13.17% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,133 | $3,048-62.8% | $3,689-69.3% | $2,551-55.6% |
| Participant deferral / active EE | $4,469 | $4,036+10.7% | $5,072-11.9% | $4,139+8.0% |
| Admin fee / account holder | $428 | $7,146-94.0% | $8,859-95.2% | $7,234-94.1% |