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 | $105,626 | $104,664+0.9% | $85,682+23.3% | $167,490-36.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 13.70% | 21.45%-7.8pp | 21.49%-7.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,064 | $3,337-38.2% | $2,618-21.2% | $4,837-57.3% |
| Participant deferral / active EE | $2,877 | $4,824-40.4% | $3,923-26.7% | $6,341-54.6% |
| Admin fee / account holder | $534 | $10,032-94.7% | $6,873-92.2% | $12,309-95.7% |