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 | $165,857 | $176,812-6.2% | $146,665+13.1% | $167,490-1.0% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.33% | 24.03%-8.7pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,824 | $5,160-64.6% | $4,136-55.9% | $4,837-62.3% |
| Participant deferral / active EE | $2,913 | $6,440-54.8% | $5,506-47.1% | $6,341-54.1% |
| Admin fee / account holder | $612 | $13,259-95.4% | $10,280-94.0% | $12,309-95.0% |