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 | $115,402 | $115,882-0.4% | $100,516+14.8% | $158,922-27.4% |
| Participation rate | 57.1% | 81.6%-24.4pp | 79.4%-22.3pp | 82.0%-24.8pp |
| Annual return | 19.87% | 34.79%-14.9pp | 30.89%-11.0pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,814 | $4,103-55.8% | $3,418-46.9% | $4,761-61.9% |
| Participant deferral / active EE | $6,114 | $6,674-8.4% | $6,270-2.5% | $5,982+2.2% |
| Admin fee / account holder | $8,489 | $10,995-22.8% | $8,081+5.1% | $11,246-24.5% |