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 | $106,253 | $115,882-8.3% | $100,516+5.7% | $158,922-33.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 19.07% | 34.79%-15.7pp | 30.89%-11.8pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,757 | $4,103-57.2% | $3,418-48.6% | $4,761-63.1% |
| Participant deferral / active EE | $6,034 | $6,674-9.6% | $6,270-3.8% | $5,982+0.9% |
| Admin fee / account holder | $21,140 | $10,995+92.3% | $8,081+161.6% | $11,246+88.0% |