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 | $106,367 | $105,859+0.5% | $90,160+18.0% | $147,584-27.9% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 20.26% | 37.63%-17.4pp | 34.88%-14.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,160 | $4,126-71.9% | $3,318-65.0% | $4,876-76.2% |
| Participant deferral / active EE | $2,844 | $5,733-50.4% | $5,288-46.2% | $5,439-47.7% |
| Admin fee / account holder | $791 | $8,046-90.2% | $5,943-86.7% | $10,885-92.7% |