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 | $138,192 | $162,781-15.1% | $133,956+3.2% | $158,922-13.0% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 13.79% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,876 | $4,975-22.1% | $3,919-1.1% | $4,761-18.6% |
| Participant deferral / active EE | $7,086 | $5,911+19.9% | $5,048+40.4% | $5,982+18.5% |
| Admin fee / account holder | $422 | $11,736-96.4% | $8,927-95.3% | $11,246-96.2% |