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 | $105,236 | $105,126+0.1% | $94,646+11.2% | $139,434-24.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 14.44% | 38.03%-23.6pp | 156.71%-142.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,861 | $4,106-30.3% | $3,672-22.1% | $4,751-39.8% |
| Participant deferral / active EE | $6,568 | $7,599-13.6% | $7,418-11.5% | $6,710-2.1% |
| Admin fee / account holder | $40,360 | $8,984+349.2% | $7,231+458.2% | $11,403+254.0% |