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 | $107,186 | $102,317+4.8% | $146,958-27.1% | $80,856+32.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 21.73% | 134.76%-113.0pp | 418.34%-396.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,503 | $3,713-32.6% | $4,933-49.3% | $2,755-9.1% |
| Participant deferral / active EE | $6,446 | $6,644-3.0% | $8,070-20.1% | $4,296+50.1% |
| Admin fee / account holder | $8,283 | $7,941+4.3% | $12,998-36.3% | $6,918+19.7% |