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 | $79,418 | $102,317-22.4% | $146,958-46.0% | $80,856-1.8% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.2%-20.9pp | 67.6%-6.4pp |
| Annual return | 15.48% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,501 | $3,713+21.2% | $4,933-8.7% | $2,755+63.4% |
| Participant deferral / active EE | $6,330 | $6,644-4.7% | $8,070-21.6% | $4,296+47.3% |
| Admin fee / account holder | $9,008 | $7,941+13.4% | $12,998-30.7% | $6,918+30.2% |