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 | $109,761 | $104,907+4.6% | $84,611+29.7% | $152,861-28.2% |
| Participation rate | 61.9% | 74.8%-12.9pp | 68.2%-6.3pp | 82.4%-20.5pp |
| Annual return | 23.21% | 373.79%-350.6pp | 258.74%-235.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $980 | $3,302-70.3% | $2,652-63.1% | $4,762-79.4% |
| Participant deferral / active EE | $7,478 | $4,688+59.5% | $3,899+91.8% | $5,850+27.8% |
| Admin fee / account holder | $2,384 | $6,241-61.8% | $4,912-51.5% | $11,596-79.4% |