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 | $113,892 | $105,181+8.3% | $159,436-28.6% | $85,850+32.7% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.8%-22.1pp | 69.3%-8.6pp |
| Annual return | 20.94% | 45.07%-24.1pp | 263.57%-242.6pp | 318.53%-297.6pp |
| Employer contribution / active EE | $2,408 | $3,318-27.4% | $4,829-50.1% | $2,565-6.1% |
| Participant deferral / active EE | $5,575 | $5,945-6.2% | $7,352-24.2% | $3,952+41.1% |
| Admin fee / account holder | $1,146 | $6,933-83.5% | $10,799-89.4% | $6,260-81.7% |