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 | $113,667 | $116,175-2.2% | $93,606+21.4% | $152,861-25.6% |
| Participation rate | 62.5% | 78.0%-15.5pp | 75.8%-13.3pp | 82.4%-19.9pp |
| Annual return | 60.32% | 35.96%+24.4pp | 32.76%+27.6pp | 345.32%-285.0pp |
| Employer contribution / active EE | $1,448 | $3,218-55.0% | $2,718-46.7% | $4,762-69.6% |
| Participant deferral / active EE | $6,036 | $4,603+31.1% | $4,069+48.4% | $5,850+3.2% |
| Admin fee / account holder | $11,637 | $10,748+8.3% | $7,888+47.5% | $11,596+0.3% |