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 | $137,872 | $157,256-12.3% | $141,162-2.3% | $152,861-9.8% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 15.04% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,030 | $5,261-80.4% | $4,735-78.3% | $4,762-78.4% |
| Participant deferral / active EE | $6,436 | $7,109-9.5% | $6,709-4.1% | $5,850+10.0% |
| Admin fee / account holder | $1,607 | $12,120-86.7% | $10,261-84.3% | $11,596-86.1% |