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 | $104,496 | $110,257-5.2% | $96,544+8.2% | $139,434-25.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.70% | 26.32%-14.6pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,092 | $3,620-69.8% | $2,965-63.2% | $4,751-77.0% |
| Participant deferral / active EE | $5,000 | $5,548-9.9% | $4,851+3.1% | $6,710-25.5% |
| Admin fee / account holder | $1,072 | $11,591-90.8% | $8,252-87.0% | $11,403-90.6% |