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 | $107,609 | $103,376+4.1% | $87,100+23.5% | $152,861-29.6% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 18.08% | 28.10%-10.0pp | 28.19%-10.1pp | 345.32%-327.2pp |
| Employer contribution / active EE | $10,633 | $3,220+230.2% | $2,521+321.7% | $4,762+123.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $895 | $12,205-92.7% | $7,497-88.1% | $11,596-92.3% |