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 | $72,598 | $70,669+2.7% | $169,368-57.1% | $75,163-3.4% |
| Participation rate | 62.5% | 64.8%-2.3pp | 77.1%-14.6pp | 67.2%-4.7pp |
| Annual return | 16.37% | 36.36%-20.0pp | 405.60%-389.2pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,055 | $2,211-7.0% | $4,013-48.8% | $2,670-23.0% |
| Participant deferral / active EE | $5,667 | $4,311+31.5% | $6,221-8.9% | $4,125+37.4% |
| Admin fee / account holder | $5,145 | $5,402-4.8% | $9,003-42.9% | $5,651-9.0% |