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 | $105,900 | $108,825-2.7% | $156,181-32.2% | $82,448+28.4% |
| Participation rate | 36.7% | 72.4%-35.7pp | 78.8%-42.2pp | 68.1%-31.4pp |
| Annual return | 19.01% | 20.59%-1.6pp | 64.87%-45.9pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,225 | $2,870-57.3% | $4,294-71.5% | $2,551-52.0% |
| Participant deferral / active EE | $3,321 | $4,577-27.4% | $6,132-45.8% | $4,139-19.8% |
| Admin fee / account holder | $18,252 | $9,341+95.4% | $14,586+25.1% | $7,234+152.3% |