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 8-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 | $104,929 | $111,754-6.1% | $103,333+1.5% | $145,922-28.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.03% | 24.77%-9.7pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,160 | $4,212-1.2% | $3,868+7.6% | $4,660-10.7% |
| Participant deferral / active EE | $8,067 | $5,619+43.6% | $5,057+59.5% | $6,688+20.6% |
| Admin fee / account holder | $548 | $9,750-94.4% | $8,355-93.4% | $13,397-95.9% |