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 | $91,005 | $99,918-8.9% | $81,382+11.8% | $145,922-37.6% |
| Participation rate | 69.2% | 74.2%-4.9pp | 69.5%-0.3pp | 80.3%-11.0pp |
| Annual return | 13.63% | 34.32%-20.7pp | 24.73%-11.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,239 | $2,978-58.4% | $2,463-49.7% | $4,660-73.4% |
| Participant deferral / active EE | $3,186 | $4,605-30.8% | $3,883-17.9% | $6,688-52.4% |
| Admin fee / account holder | $6,250 | $8,212-23.9% | $5,768+8.3% | $13,397-53.3% |