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 | $109,764 | $108,919+0.8% | $100,391+9.3% | $145,922-24.8% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 15.84% | 57.88%-42.0pp | 49.20%-33.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,603 | $4,419-41.1% | $3,942-34.0% | $4,660-44.1% |
| Participant deferral / active EE | $4,093 | $8,445-51.5% | $8,082-49.4% | $6,688-38.8% |
| Admin fee / account holder | $1,582 | $9,689-83.7% | $7,899-80.0% | $13,397-88.2% |