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 | $109,812 | $105,181+4.4% | $159,436-31.1% | $85,850+27.9% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-17.9pp | 69.3%-4.4pp |
| Annual return | 13.72% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,162 | $3,318-65.0% | $4,829-75.9% | $2,565-54.7% |
| Participant deferral / active EE | $4,804 | $5,945-19.2% | $7,352-34.7% | $3,952+21.6% |
| Admin fee / account holder | $4,429 | $6,933-36.1% | $10,799-59.0% | $6,260-29.3% |