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 | $106,087 | $112,096-5.4% | $95,952+10.6% | $158,922-33.2% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 27.70% | 171.09%-143.4pp | 91.61%-63.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,574 | $3,198-50.8% | $2,541-38.0% | $4,761-66.9% |
| Participant deferral / active EE | $2,493 | $4,784-47.9% | $4,167-40.2% | $5,982-58.3% |
| Admin fee / account holder | $981 | $10,130-90.3% | $6,795-85.6% | $11,246-91.3% |