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 | $115,999 | $107,334+8.1% | $92,893+24.9% | $152,861-24.1% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 19.64% | 145.58%-125.9pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,678 | $4,221-36.6% | $3,653-26.7% | $4,762-43.8% |
| Participant deferral / active EE | $7,080 | $4,845+46.1% | $4,236+67.1% | $5,850+21.0% |
| Admin fee / account holder | $3,051 | $7,079-56.9% | $5,794-47.3% | $11,596-73.7% |