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 | $115,241 | $107,334+7.4% | $92,893+24.1% | $152,861-24.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 23.90% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,326 | $4,221-44.9% | $3,653-36.3% | $4,762-51.2% |
| Participant deferral / active EE | $4,817 | $4,845-0.6% | $4,236+13.7% | $5,850-17.7% |
| Admin fee / account holder | $9,072 | $7,079+28.1% | $5,794+56.6% | $11,596-21.8% |