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 | $140,242 | $125,758+11.5% | $169,993-17.5% | $75,163+86.6% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.0%-18.2pp | 67.2%+1.6pp |
| Annual return | 19.16% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,258 | $6,837+6.2% | $10,408-30.3% | $4,125+76.0% |
| Admin fee / account holder | $905 | $8,173-88.9% | $12,815-92.9% | $5,651-84.0% |