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 | $107,741 | $114,381-5.8% | $107,525+0.2% | $142,382-24.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 19.58% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $7,473 | $4,015+86.2% | $3,754+99.1% | $4,299+73.8% |
| Participant deferral / active EE | $14,161 | $5,564+154.5% | $5,116+176.8% | $6,507+117.6% |
| Admin fee / account holder | $864 | $9,860-91.2% | $8,919-90.3% | $12,624-93.2% |