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 | $109,429 | $111,814-2.1% | $103,374+5.9% | $145,959-25.0% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 15.11% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,972 | $4,214-53.2% | $3,869-49.0% | $4,661-57.7% |
| Participant deferral / active EE | $9,219 | $5,618+64.1% | $5,058+82.3% | $6,689+37.8% |
| Admin fee / account holder | $582 | $9,754-94.0% | $8,394-93.1% | $13,398-95.7% |