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 | $95,811 | $94,752+1.1% | $112,887-15.1% | $139,434-31.3% |
| Participation rate | 62.5% | 81.3%-18.8pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 26.29% | 40.88%-14.6pp | 34.10%-7.8pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,690 | $4,625-63.5% | $4,563-63.0% | $4,751-64.4% |
| Participant deferral / active EE | $7,615 | $6,512+16.9% | $6,513+16.9% | $6,710+13.5% |
| Admin fee / account holder | $853 | $8,527-90.0% | $7,047-87.9% | $11,403-92.5% |