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 | $105,012 | $126,574-17.0% | $106,213-1.1% | $145,922-28.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 17.33% | 224.79%-207.5pp | 116.14%-98.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,233 | $3,730-67.0% | $3,171-61.1% | $4,660-73.5% |
| Participant deferral / active EE | $8,429 | $5,724+47.3% | $5,016+68.0% | $6,688+26.0% |
| Admin fee / account holder | $2,838 | $17,304-83.6% | $11,033-74.3% | $13,397-78.8% |