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 | $113,786 | $106,515+6.8% | $96,683+17.7% | $139,434-18.4% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 16.29% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,676 | $4,103-59.1% | $3,737-55.1% | $4,751-64.7% |
| Participant deferral / active EE | $2,880 | $5,454-47.2% | $4,878-41.0% | $6,710-57.1% |
| Admin fee / account holder | $421 | $7,877-94.7% | $6,730-93.7% | $11,403-96.3% |