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 | $94,190 | $107,334-12.2% | $92,893+1.4% | $152,861-38.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 19.95% | 145.58%-125.6pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,276 | $4,221-69.8% | $3,653-65.1% | $4,762-73.2% |
| Participant deferral / active EE | $3,550 | $4,845-26.7% | $4,236-16.2% | $5,850-39.3% |
| Admin fee / account holder | $700 | $7,079-90.1% | $5,794-87.9% | $11,596-94.0% |