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 | $108,586 | $106,515+1.9% | $96,683+12.3% | $139,434-22.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 22.88% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,166 | $4,103-22.8% | $3,737-15.3% | $4,751-33.4% |
| Participant deferral / active EE | $11,835 | $5,454+117.0% | $4,878+142.6% | $6,710+76.4% |
| Admin fee / account holder | $1,109 | $7,877-85.9% | $6,730-83.5% | $11,403-90.3% |