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 | $108,571 | $112,881-3.8% | $90,951+19.4% | $158,922-31.7% |
| Participation rate | 64.3% | 74.7%-10.4pp | 69.0%-4.7pp | 82.0%-17.7pp |
| Annual return | 16.52% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,077 | $2,893-62.8% | $2,122-49.3% | $4,761-77.4% |
| Participant deferral / active EE | $3,548 | $4,128-14.0% | $3,373+5.2% | $5,982-40.7% |
| Admin fee / account holder | $3,671 | $8,041-54.3% | $5,959-38.4% | $11,246-67.4% |