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 | $130,308 | $149,679-12.9% | $117,039+11.3% | $147,584-11.7% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 10.06% | 19.31%-9.3pp | 18.95%-8.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,541 | $4,937-48.5% | $3,785-32.9% | $4,876-47.9% |
| Participant deferral / active EE | $5,659 | $4,912+15.2% | $3,929+44.0% | $5,439+4.0% |
| Admin fee / account holder | $1,267 | $7,856-83.9% | $5,974-78.8% | $10,885-88.4% |