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 | $97,294 | $89,753+8.4% | $107,525-9.5% | $84,808+14.7% |
| Participation rate | 52.9% | 68.1%-15.1pp | 75.1%-22.1pp | 68.3%-15.4pp |
| Annual return | 15.82% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,982 | $3,113-36.3% | $3,754-47.2% | $2,631-24.7% |
| Participant deferral / active EE | $4,533 | $4,056+11.7% | $5,116-11.4% | $4,212+7.6% |
| Admin fee / account holder | $4,421 | $7,222-38.8% | $8,919-50.4% | $7,344-39.8% |