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 | $102,727 | $99,877+2.9% | $84,966+20.9% | $145,922-29.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.86% | 83.76%-71.9pp | 66.38%-54.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,967 | $3,231-39.1% | $2,727-27.9% | $4,660-57.8% |
| Participant deferral / active EE | $3,810 | $5,291-28.0% | $4,519-15.7% | $6,688-43.0% |
| Admin fee / account holder | $9,942 | $7,248+37.2% | $6,149+61.7% | $13,397-25.8% |