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 | $106,160 | $117,841-9.9% | $102,423+3.6% | $145,922-27.2% |
| Participation rate | 69.6% | 78.6%-9.0pp | 76.5%-6.9pp | 80.3%-10.7pp |
| Annual return | 12.93% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,670 | $3,615+167.5% | $3,023+219.9% | $4,660+107.5% |
| Participant deferral / active EE | $21,458 | $5,731+274.4% | $5,053+324.7% | $6,688+220.9% |
| Admin fee / account holder | $3,262 | $13,326-75.5% | $9,451-65.5% | $13,397-75.7% |