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 | $109,831 | $108,912+0.8% | $100,383+9.4% | $145,959-24.8% |
| Participation rate | 68.2% | 83.0%-14.8pp | 81.5%-13.3pp | 80.3%-12.1pp |
| Annual return | 11.27% | 57.96%-46.7pp | 49.26%-38.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $639 | $4,423-85.6% | $3,944-83.8% | $4,661-86.3% |
| Participant deferral / active EE | $4,129 | $8,451-51.1% | $8,086-48.9% | $6,689-38.3% |
| Admin fee / account holder | $656 | $9,690-93.2% | $7,900-91.7% | $13,398-95.1% |