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 | $110,327 | $111,814-1.3% | $93,654+17.8% | $145,959-24.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 15.82% | 203.30%-187.5pp | 133.34%-117.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,409 | $3,092-54.4% | $2,421-41.8% | $4,661-69.8% |
| Participant deferral / active EE | $2,901 | $4,914-41.0% | $4,413-34.2% | $6,689-56.6% |
| Admin fee / account holder | $488 | $10,246-95.2% | $8,282-94.1% | $13,398-96.4% |